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Field Managers
  • Getting started
    • Resources for Central Teams
  • Store Managers
    • The basics
    • Taking action
    • Users in Hospitality
    • General
  • Field Managers
    • The basics
    • The Store View
    • Using the Planner
    • Taking action on Tasks, Alerts and Opportunities
    • Users in Hospitality
    • General
  • Product evolution
  • Get to know us
    • Articles
    • Guides
  • Raise a ticket
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      1. Help Center
      2. Field Managers
      • Getting started
        • Resources for Central Teams
      • Store Managers
        • The basics
        • Taking action
        • Users in Hospitality
        • General
      • Field Managers
        • The basics
        • The Store View
        • Using the Planner
        • Taking action on Tasks, Alerts and Opportunities
        • Users in Hospitality
        • General
      • Product evolution
      • Get to know us
        • Articles
        • Guides
      • Raise a ticket

      Field Managers

      Here you'll find topics for Managers running multiple stores or business units. Click on each of the links below to view a short explainer video.

      The basics

      • Help, Settings and Navigation
      • What are Tasks, Alerts and Opportunities, and how are they prioritized?
      • How to filter by Store

      The Store View

      • What's on the Store Dashboard?
      • How to use the Store Dashboard
      • Sort your stores

      Using the Planner

      • Schedule tasks in your Planner
      • Mark tasks as complete, clear them from your calendar or dismiss them from your list of unscheduled tasks

      Taking action on Tasks, Alerts and Opportunities

      • Taking action on a Task or Alert
      • Take action on an improvement opportunity
      • How to dismiss an opportunity
      • View Smart Insights
      • View Insights Explorer
      See more

      Users in Hospitality

      • Introduction for users in Hospitality

      General

      • How to upload or change your profile picture
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