Creating Task for Mobility in Xilnex Portal

Creating Task for Mobility in Xilnex Portal

1. Login to Xilnex Portal using your Xilnex credential.

2. Click on "Operations" tab on the left side panel.

3. Under Business Operations, click on "Task Scheduler".

4. Then click on "Task Scheduler Listing".


5. All created tasks are displayed in this listing. There are 2 available listings in this page:
  1. View by task header list: Default list once this module is launched. It displays the main settings of the created task.


  2. View task list by user: Displays the status and details of the individual tasks by assignee.


6. To create a new task, click the "New" button.

7. Each task will have 3 tabs as defined below. Each tab will be discussed in depth in later segments.
  1. Task Information: For the assigner to define the attributes of the task such assignee and recurrence settings. The info required in this tab are standard regardless of the task type.
  2. Function: Defines the core function and behaviour of the task based on the type selected.
  3. Task Progress: Displays the task performance by assignee, which is only visible once the task is confirmed.


8. Components of the task information tab:
  1. Status: Overall status to determine the validity of this task. Only consists of Save, Confirmed or Cancelled.
  2. Task Info: Summary panel showing system-generated data once the task is created.
  3. General: Section for the assigner to fill in the core task attributes.
    1. Task Title: Provide a title for the new task.
    2. Task Description: A detailed elaboration of the task for assignee’s reference (eg: instructions, guidelines etc)
    3. Priority: Priority of the task
    4. URL: Link to webpage 
    5. Attachment: Upload files for assignee’s reference [formats supported: PDF, excel (.xls, .xlsx, .csv), word (.doc, .docx), powerpoint (.ppt, .pptx), image (.jpg, .jpeg, .png)]


  4. Date and Time: Scheduling details for the tasks
    1. Start Date: Indicates the date this task begins
    2. End Date: Acts as the stop date of the date range selected for recurring task setting
    3. Start Time: The time the task is supposed to begin
    4.  End Time: The time the task is expected to be completed
    5.  Recurrence: When to repeat this task
      1. No (run only once) : Task does not repeat
      2. Daily (repeat every day) : Task repeats every day until the end date
      3. Weekly (repeat every week from start date) : Task repeats on the same day every week until the end date
      4. Fortnightly (repeat every 2 weeks from the start date) : Task repeats on the same day every 2 weeks until the end date
      5. Monthly (repeat every 30 days from the start date) : Task repeats after 30 calendar days
      6. Custom : Able to configure repetition pattern

  5. Assignee: Section to assign the task. Defines where and who this task is for:
    1. Apply to store: Select the outlets that this task is applied to
    2. User type: Assign this task by user group or specific user(s)
      1. User group: Task assigned to a user group will be applied to all users within that group.
      2. User list: Task is assigned to specific user.
    3. Set task as group task toggle: Determines whether the task is a group of individual task.
      1. Enabled: Task is shared among selected assignees within the outlet, and task is considered completed once an assignee completes it.
      2. Disabled: Each assignee needs to complete the assigned task individually.

9. Function tab fields based on the selected task type:
  1. Reminder: Simple acknowledgement-type tasks.
  2.  Inventory: Links to inventory modules such as Purchase Order and Stock Take.
  3.  Communication: Contains a list of clients to be contacted by the assignee

Ready to move on?
Find how to proceed with next steps in these articles
  1. Creating a Reminder Task Type
  2. Creating an Inventory Task Type
  3. Communication Task Type

    • Related Articles

    • Creating a Reminder Task Type

      What is Reminder Task Type? A reminder task is an informational task used to notify or remind users about an event, action or update that does not require in-app transactional processing. Key characteristics: No direct link to any inventory or ...

    • Creating an Inventory Task Type

      What is Inventory Task Type? An inventory task is a transactional task linked directly to a module within the Xilnex Mobility app. These tasks guide the user to start and complete operational activities. Key characteristics: Includes a "Start" button ...

    • What is the Task Module in Xilnex Mobility?

      The Task Module in Xilnex Mobility is a centralized workspace that displays all tasks assigned to the logged-in user of outlet. These tasks originate from Xilnex Portal and are designed to guide, streamline, and track operational activities on mobile ...

    • Getting Started with Xilnex Mobility

      Welcome to Xilnex Mobility, an Android-based mobile application designed to simplify inventory management and operation workflows. This guide will help you get started quickly and efficiently. Overview Xilnex Mobility equips users with essential ...

    • Viewing Notification in Xilnex Mobility

      Composing Notification in Xilnex Portal 1. Login to Xilnex Portal using your Xilnex credential. 2. Click on "Operations" tab on the left side panel 3. Under Business Operations, click on "Notification". 4. Previously composed notifications will be ...

    • Recent Articles

    • Sales Return Match Original Transaction Price

      Purpose This setting allows Xilnex Classic to match the original selling price during a sales return or item exchange, based on either Item Code or Article No. This is useful when the original transaction price is different from the current selling ...

    • Delivery Platform Packaging Fee Configuration

      Packaging Fee Packaging Fee is an additional charge imposed by the restaurant/merchant to cover takeaway and delivery packaging materials such as containers, cups, lids, bags, cutlery, seals, etc. For food delivery platforms: Foodpanda Foodpanda ...

    • How to use replenishment module

      Introduction In Xilnex, the Replenishment Module is designed to streamline and automate the stock allocation process across outlets, ensuring optimal distribution and improved operational efficiency. Key capabilities include: Location Ranking for ...

    • Staff Meal Integration

      Staff Meal Integration User Guideline Introduction Staff Meal Integration allows F&B POS to deduct staff meal credit / wallet balance directly from a third-party staff management system when staff purchase meals. This feature is currently supported ...

    • Cancel Print of Full Tax Invoice

      Overview In Classic POS, there is a feature called Print Full Tax Invoice, which allows users to generate a full tax invoice for a completed sale. The system must maintain an auditable log whenever a Full Tax Invoice is cancelled. This guideline ...

    • Popular Articles

    • Basic - How to create a voucher-coupon

      Voucher and coupon definition Voucher can be generated in bulk and can be used once Coupon can only be created one at a time (reusable code) and can be use multiple times Pre-voucher / coupon setup There are 2 things need to be prepared before we can ...

    • Understanding DuitNow QR Payment in ClassicPOS

      Introduction This document introduces the DuitNow QR payment feature available in the Xilnex Retail POS, enabling merchants to accept payments conveniently through Malaysia's national QR payment standard. The integration of DuitNowQR simplifies the ...

    • Creating Delivery Type for Sales in Classic POS

      How to Create Delivery Type 1. Access to the [System Configuration] 2. Select the [Sales] section 3. In the [All Outlets] tab, look for the 'Delivery Type' 4. Click on the [Configure] In the Delivery Type Setup form: 1. Enter the Delivery Type. 2. ...

    • Basic - How to change custom cost to another branch that don’t have custom cost

      Change custom cost to another branch that don’t have custom cost 1. Get the item list from the location with custom cost (Item Code, Name, Custom Cost) 2. Make sure the Show Location Price are selected 3. Export the item list in Excel 4. The file ...

    • Intermediate - How to Bill & Post to Sales from Transfer Note

      1.0 Purpose A bill is required from transfer note when an inventory transfer involves financial transactions, cost allocation, or compliance with tax and accounting regulations. It is used when stock is moved between outlets that operate as separate ...