Work your tasks

Tasks are the follow-ups that Lychee shows to you. They are small jobs that you must do at the correct time. They make sure that you do not forget a customer. You seldom create tasks yourself. Lychee creates them automatically from the events of each day.

The most important example is an allocated interest. When a piece that a customer wanted is allocated to them, you get a task to contact the customer. The hold on that piece lasts for a limited time only. Thus, that task has a time limit.

What you see

The list shows your tasks, which are the tasks assigned to you. It shows only the open tasks. Open tasks are the work that you must still do.

Each task tells you what to do and which customer it is for. Each task has these items:

• A title.
• A short description.
• The customer that the task is about. If the task came from an interest, the task also shows that interest.
• A due date.

The page also shows these totals:

• The number of open tasks.
• The number of overdue tasks.
• Your completion rate.

An overdue task is a task whose due date is in the past. An overdue task does not go away. It needs your attention now.

Completing a task

The method to complete a task depends on what the task asks for:

• Some tasks need only this from you: do the work, then mark the task as done.
• Some tasks require an action before they close. Usually, this action is sending a text to the customer. The task already has a message ready for you.

When you complete a task, Lychee removes it from your open list.

Why timing matters

Many tasks exist because something waits for you. The clearest example is an allocated interest. The piece stays on hold for your customer, but only for a limited period (48 hours by default). If no one confirms with the customer in time, Lychee releases the piece to another customer.

Your task reminds you to act before this occurs. Thus, do your due and overdue tasks first. See How to record an interest. For the details of how allocation works, see How interest allocation works.