Team task management: who does what, and by when
Write a task, assign it and set a due day. They get notified, you get notified when it's done, and the questions stay in the task's own thread.
In short
Team tasks in StoreChart give a store or small business simple team task management. Each task has an assignee, the person who asked for it, a priority, one of four fixed statuses, a due date and a comment thread. Tasks aren't linked to an order or a lead, and there are no recurring tasks.
Who asked, who's on it, and by when
Team requests in one list, not buried in chat groups
- Four fixed statuses: To do, In progress, Blocked and Done, with no settings screen before your first task
- Four priority levels from Low to Urgent, and an urgent task is sent as a high-priority notification
- A due date set as a calendar day, and a toggle that shows only overdue tasks
- Views by person: My tasks, Assigned by me, Unassigned, or All tasks
- A comment thread on every task that reaches the assignee and the requester without a separate message
What's on the task board
The pieces that keep your team's work moving
How to get your team onto the board
Three steps, with no setup beforehand
Add employees with the right role. Everyone active in the account appears in the assignee list.
A title, description, assignee, priority and due date. You can also leave it without an assignee, and it waits in the Unassigned view.
The assignee updates the status, asks questions in the comments and marks it Done, and the person who asked is notified.
Team task management instead of a chat group
Why requests get lost
In a store with three or four people, most work is handed over in passing. It works until the week gets busy:
- A voice note in the team WhatsApp group.
- A line on the whiteboard in the stockroom.
- A quick "can you deal with this?" in the corridor.
Then nobody remembers who promised to call the courier. Team task management doesn't have to be a project-management system. It has to show who asked, who's doing it, and by when.
What every task holds
- Title and description: the description is optional.
- Assignee and requester: whoever opened the task is recorded automatically, so the assignee knows who to go back to with a question.
- Priority: four levels, from Low to Urgent.
- Due day: a calendar date. A task past its due date is highlighted in red.
- Status: one of four fixed ones: To do, In progress, Blocked and Done.
- Comment thread: every comment keeps its author's name and time, unlike the note on a lead, which is rewritten on every edit.
Example: a week in a four-person store
An illustrative setup: the owner, a customer-service rep, a warehouse worker and a freelance marketer. On Sunday morning the owner opens five tasks:
- Chase a delayed shipment with the courier: Urgent, due Monday.
- Update the photos for three products: Normal, due Wednesday.
- Reply to a wholesale enquiry: High, due today.
- Order packing boxes: Normal, no date.
- Check the returns shelf: no assignee, for whoever is free.
Each assignee gets a bell notification, and the urgent task is sent as a high-priority one. On Monday the courier task is still open and highlighted in red. The worker moves it to Blocked and writes that the courier needs a reference number.
The comment reaches the owner with no separate message. She replies with the number, he closes the task, and she gets a notification that it's done. By Thursday the board view shows the whole week at a glance.
Team permissions and priorities
The statuses are fixed, so there's nothing to configure. The decisions that matter are about people:
- Who runs the board: owners, admins and store managers edit and delete any task. Everyone else works on tasks assigned to them or that they opened.
- What each priority means: keep Urgent rare enough that people notice it.
- Unassigned tasks: a shared pool that whoever is free picks from.
- Sample task: the first visit creates one task with a comment. You can edit or delete it, and once deleted it doesn't come back.
What the board doesn't include
- Links to orders or leads: none. Write the order number or the lead's name in the title or description.
- Recurring tasks and subtasks: none, and no checklists or file attachments either.
- Due-date reminders: none are sent. Overdue tasks are highlighted and can be filtered.
- Dragging on the board: not available. Change a status from the pill on the card.
- Push notifications: none. Notifications appear in the bell inside StoreChart.
- Editing comments: not possible once posted.
- Task limit: how many tasks can be open at once depends on your plan, and finished tasks don't count.
Who team task management suits
- Small online-store teams: that run their work in chat groups today and want a quiet, shared list.
- Staff with no training: everyone lands on their own tasks first.
- Splitting leads: a task like "call back lead 212 by Wednesday" is assigned to a rep.
- Several stores: tasks aren't tied to a particular store, so one board covers the whole business.
- Weaker fit: projects with dependencies, time tracking or Gantt charts. Those need a dedicated tool.
Team task management: common questions
How do I assign a task to an employee?
Open a task and pick an assignee from the list of active people in the account. The assignee gets a bell notification with a link that opens the task. You can also leave a task without an assignee and assign it later.
Does the employee get a reminder when the due date arrives?
No. There's no automatic reminder on the due date. A task past its due date is highlighted in red, and a filter shows only overdue tasks, with a count of how many there are.
Can I link a task to an order or a lead?
Not directly. A task isn't linked to an order, a lead or a customer, so you write the order number or the lead's name in the title or description. Search in the list also finds words in the description.
Can we define our own task statuses?
No. There are four fixed statuses: To do, In progress, Blocked and Done. Leads and orders let you define your own statuses, but tasks keep them fixed so there's nothing to set up before your first task.
Can an employee delete a task their manager gave them?
No. Only the person who opened the task, or an owner, admin or store manager, can delete it. The assignee can update the status, edit the task and comment on it.
Is there a limit on the number of tasks?
Yes, depending on your plan. The limit applies to tasks open at the same time, and finished tasks don't count toward it and stay in the list. You can see each plan's limit on the pricing page.
Can I manage tasks from my phone?
Yes, in the browser. On a narrow screen the list shows as cards, and your open-task count appears in the menu. No download from an app store is needed, and notifications appear in the bell inside StoreChart.
Related capabilities
Give every request an owner and a date
Open the task board and assign your team's first task