How do tasks work in Endless, and where do I see the tasks assigned to me?

A task is a to-do with a title, description, status, priority, assignee, and due date, attached to one record in Endless. In the app you add and manage tasks on the company’s Tasks page. The API also accepts tasks on sales orders, fulfillment orders, and inbound shipments.

Internal notes can be added to sales orders, purchase orders, inbound shipments, and customers in the app. The API also accepts notes on products, inventory items, and bills of materials.

The Tasks page shows company tasks, the ones added on that page. Read tasks attached to orders and inbound shipments through the API.

If Tasks is missing from your sidebar, contact Endless support. It appears in the sidebar only where it has been turned on.

Statuses are Pending, In progress, Completed, and Canceled. The task list groups open, completed, and canceled tasks. Priority (Low, Medium, or High) only sets the label on the task. It does not change the order of the list, alert anyone, or affect anything else.

Assignees see their tasks on the Tasks page, so let the person know when you assign them a task, and follow up when one passes its due date. Contact Endless support to discuss task notifications and reminders.