Hur man skapar en uppgift i Workspace

Spåra uppföljningar, beställa jobb och administratörsarbete i en Kanban-tavla kopplad till din butik.

3 min läst

Workspace är LunixPOS:s inbyggda tavla för det arbete som inte är en försäljning eller en reparation. Uppgifter live på en Kanban med tre standardkolumner – Att göra, Göra, Slutfört – och du kan lägga till fler.

  1. 1

    Open Team Hub → Workspace

    From the sidebar, expand Team Hub and click Workspace. Tabs at the top let you switch between Tasks and CRM.

  2. 2

    Make sure Tasks is selected

    The Tasks tab shows your task boards. The default board has three columns: To Do, Doing, Completed.

  3. 3

    Click the "+" button on any column

    A "+ New Task" button on each column adds a task directly into that stage. You can also use the global add button at the top.

  4. 4

    Fill in the task details

    Required:

    • Task Title — up to 100 characters
    • Stage — which column this task should land in
  5. 5

    Add optional details

    Assignee (any team member), Due Date (no past dates), Priority (Low / Medium / High / Urgent), Description (up to 100 characters), and Media (image or file attachments).

  6. 6

    Save

    The task appears at the top of its column. Drag it across columns as work progresses — moving a task to Completed marks it done.

Proffs tips

  • Boards are not shared by stage — you can create separate boards for different teams (e.g. 'Bench techs', 'Front counter'). Use 'Add Board' to set up new boards with custom stages.

Var detta till hjälp?

Behöver du fortfarande hjälp?

Get an instant answer from our AI assistant, any time.