Unplanned Visits

Set a Task

On the app's main screen tap on "Menu" button in the left bottom corner.

Next, click on the "Set a Task".

Select the "Unplanned visit" option from the task list.

Set the "Date do start from" - this field is required when setting up an unplanned visit.

You can also set a task for an unplanned visit through the "Calendar" menu - in this case, the date will be filled in automatically depending on the selected day.

Click the "Store" button to select a store from the list of available stores.

Edit the Visit Information

Select the person in charge to assign the task.

In the "Options" specify the "Complete within (days)" during which the task will be displayed to the employee.

Also specify the "Time to complete (min)" within which the employee must complete the assigned task.

Add the Unplanned Visit

You can also you can mark a task as urgent if it needs to be completed immediately during the visit, and add a description to it in "«Options»" menu.

Click "Submit" to add an unplanned visit.