Once you're logged in, open the Daily Log tab and click on Store Walk in the menu.

Tasks will be listed in a table that includes the checklist they belong to, which group, the task name, status, due date, score, notes, and finally any additional actions that may be taken. To select a task, simply click on a row:

Note the colored bar on the left side of each row.

• When an item is Red, it is not started or is still incomplete.
• When an item is Green, it is all complete.
• When an item is Yellow-Orange, it is still waiting for Follow Up.

When you select a task, a pop-up will appear with various options. The options will depend on how the task was configured (for example, if it was set to allow ratings or follow-ups).

If ratings are turned on for the task, you'll see 5 stars at the top. Click a star to set the rating on the task:

Under the score/rating area, you can select an employee to associate with the task, adjust the due date, and add any notes.

If the task allows for follow-ups, you can choose someone to be responsible for the follow-up and indicate when it should occur.

Near the bottom of the task, there's an option to upload files, such as images, documents, etc. Under that is a checkbox to mark the task as complete, if it's done.

When everything looks how you want it, don't forget to save your changes!