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Completing Daily Tasks in the Workbook

Completing Daily Tasks in the Workbook Stay on top of your daily responsibilities with the Tasks panel in BuyerKiosk. This guide shows you how to view, compl...

Written by Ryan VanVuren

Stay on top of your daily responsibilities with the Tasks panel in BuyerKiosk. This guide shows you how to view, complete, and track your store’s daily tasks.

Tasks panel in the Workbook

The Tasks panel shows your daily task lists organized by time of day


Finding the Tasks Panel

The Tasks panel is located in the Workbook section of BuyerKiosk:

  1. Click Workbook in the sidebar navigation

  2. Look for the Today’s Tasks panel in the top-left area

The panel header shows your progress (e.g., "6/11" means 6 of 11 tasks completed today).


Understanding Task Lists

Tasks are organized into time-based lists that your manager has configured:

List Type

Description

OPENING

Tasks to complete when opening the store

CLOSING

Tasks to complete before closing

Custom Lists

Your store may have additional lists for midday tasks

How to Read the Panel

  • Green "Now" badge: Indicates the currently active task list

  • Start time: Shows when each list becomes active (e.g., "8:00 AM")

  • Completion count: Shows progress for each list (e.g., "1/4" means 1 of 4 tasks done)

  • Expand/collapse arrow: Click the list header to show or hide tasks


Completing a Task

When you finish a task:

  1. Find the task in the appropriate list

  2. Click the checkbox next to the task name

  3. The task will animate and mark as complete

  4. The progress count updates automatically

Task with checkbox

Check the box to mark a task complete. Completed tasks show a checkmark.

Tip: Tasks sync in real-time across all devices. When a teammate completes a task, you’ll see it update automatically.


Viewing Task Details

Click on any task name to open the Task Details modal:

Task Details modal

The Task Details modal shows full information and lets you change status

In this modal you can:

  • View the full description: See any additional instructions for the task

  • Check the due time: Some tasks have specific due times

  • Change task status: Use the buttons to set "Not Started", "In Progress", or "Complete"

  • Add comments: Leave notes for your team about the task


Showing Completed Tasks

By default, completed tasks are hidden to keep your list clean. To see them:

  1. Look at the bottom of the Tasks panel

  2. Check the Show completed checkbox

  3. Completed tasks will appear with a strikethrough and checkmark

This is helpful when you need to verify what’s been done or review the day’s progress.


Viewing Completion History

To see a summary of all completed tasks today:

  1. Click the progress pill in the panel header (the "6/11" link)

  2. The Completed Tasks Today modal opens

Completed Tasks modal

The completion history shows who completed each task and when

This modal shows:

  • Task name and which list it belongs to

  • Who completed it (employee name)

  • When it was completed (time)

  • Edit button: Click to modify completion details if needed


Task Priority Indicators

Some tasks may have priority indicators:

Indicator

Meaning

Red flag

High priority task - complete first

No indicator

Normal priority

High-priority tasks pulse to draw your attention.


Carryover Tasks

If tasks from an earlier list weren’t completed, they appear in a red "Carryover" section at the top of the panel. Complete these first before moving to current tasks.


Tips for Success

  • Check the Tasks panel at the start of your shift

  • Complete tasks in order when possible

  • Use comments to communicate with your team

  • Review completed tasks before your shift ends


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