What are To-Dos? Vicki Morillo
In February 2020, we centralised items that need attention from you in a single section called To-dos.
These items can be anything that requires attention on your end, such as confirming payments, referrals, store orders, or reviewing payment failures, etc.
Why?
We're acutely aware that running a business can be fast-paced, and so we thought, Let's make it easier for businesses to see which items need attention from them. The To-dos section allows users to navigate to one place where anything needing attention can be reviewed and actioned as required.
This is just one step towards improving how users navigate TeamUp.
Below we'll run through which items have moved to the To-dos section.
Billing/Revenue
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Pending Offline Payments are now in To-dos >> Offline Payments.
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Pending Offline Refunds now sit under To-dos >> Offline Refunds.
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Failed payments can now be found under To-dos >> Failed Payments.
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Pending - Bills have moved to To-dos >> Bills.
Referrals
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Referral confirmations, which used to be actioned from Customers >> Referrals - Pending now sit under To-dos >> Referrals.*
*Once confirmed, confirmed referrals can now be viewed from Customers >> Reports >> Customer Referrals.
Store Orders
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Pending store orders, i.e., orders that require being marked as paid and/or delivered, have moved from Store >> Store Orders to To-dos >> Store Orders.
Jump to:
Introduction to the To-dos section
Your To-dos on the dashboard