Event prep: Advanced planning with notes and tasks!

Modified on Tue, 07 May 2024 at 02:44 PM

Planning for events with notes and tasks

Events have many moving parts. It's critical to clearly communicate in-store promotions with your team, and to assign tasks in advance with due dates, so so everyone stays on the same page and nothing falls through the cracks.


Add tasks or notes for a particular date

  • In ResaleAI, click "Today" on the Daybook and choose any future date to jump forward to that day

  • While viewing that day, add any notes or tasks that are relevant. Those tasks won't show up until then.

This helps your team know exactly what needs to be done as soon as they arrive that day.

  • If you've been using ResaleAI for a while, you can also go back to the same time period from last year, and review your notes and tasks on those past event days as a reminder of what you did to prepare.


Adjust the date for notes

  • As you add a note, you can adjust the dates for that note to display. This way you can make sure the announcement to your team shows up only the days that it is relevant.

For example, you could go in advance and add notes for each phase of the clearance cycle, so your team will know while 50% off or 70% off is going on.


Add a due date or due time to tasks

Due dates can help your team prioritize effectively when there are many tasks on the "Today's tasks" list.

You can add many tasks up front, and your team can get the most urgent ones done first. Leftover tasks will roll over to the next day, so nothing is missed.

Due times can be helpful for daily recurring tasks, like the opening task list, or periodic sales floor checks that need to happen at certain times throughout the day.

Overdue tasks show up as red, so it's a good reminder for your team if they get behind.


For one-off tasks:

  • Click the "+" button in the bottom right corner of the Daybook to add a task. You will see options to add a due date or due time


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