Resources

Streamline Your Workflow with Task Assignments

Effortlessly assign tasks to individual users or groups within your UltraCart account.

Stay organized and on track as users receive instant alerts when tasks are assigned to them or their group, ensuring clear communication and accountability.

Contextual Tasks

Assign tasks within the relevant context—Auto Orders, Orders, Items, and StoreFronts—so users can quickly understand the details and requirements. These tasks are prominently displayed both on the main task page and within contextual task lists, ensuring clarity and efficiency.

Automation - Order Tasks

Automatically generate and assign tasks when specific order conditions are met. Streamline your workflow by setting up tasks for scenarios such as orders moving into accounts receivable, triggering fraud review, or meeting various auto order processing flags. This intelligent automation saves you time and effort, ensuring that critical tasks are promptly addressed.

Automation - Item Tasks

Automatically generate and assign tasks based on specific conditions related to each item. Whether it's stock levels, order quantities, or custom criteria, item task automation ensures that tasks are created and assigned seamlessly, allowing you to focus on growing your business.

Automation - Flow and Campaign Triggers

Leverage the new task creation step to automate task generation within your Flows and Campaigns. This powerful feature ensures tasks are automatically created and assigned based on conditions you set in the flow or campaign editor. By automating task creation, you enhance the efficiency and effectiveness of your marketing efforts.

Threaded Task Conversations

Keep all related conversations in one place with threaded comments. This feature allows for easy, contextual discussions and updates on tasks, ensuring that everyone stays informed and aligned. Enhance your team’s collaboration and streamline communication by keeping task-related conversations organized and accessible.

Effortless Asset Management

Attach necessary assets or media directly to tasks for easy access and reference. Simplify your workflow by keeping all relevant files and documents linked to their respective tasks, ensuring that your team has everything they need at their fingertips for efficient and effective task completion.

Stay on Schedule with Due and Expiration Dates

Set due and expiration dates for your tasks to ensure they stay on track and are completed on time. This feature helps you manage deadlines effectively, keeping your projects moving forward and ensuring timely task completion.

Efficient Task Organization with Tags

Organize and label tasks using tags to keep everything neatly categorized and easy to find. This feature allows you to maintain a structured workflow, making it simple to locate and manage tasks based on categories, priorities, or any custom criteria you set.