To-Do List
Purpose
Manage shop tasks directly from the admin panel — create, edit, set priority, mark complete/incomplete, and export tasks to PDF. Lightweight task management for staff, owners, and managers to track operational work tied to a shop.
🧭 What this feature shows
Task list — title, priority, due date, status (pending / in-progress / done).
Create / Edit form — title, description, due date/time, priority (low / normal / high).
Task detail view — full description, timestamps (created / updated), due date, priority and status badges.
Quick actions — mark complete / reopen, edit, delete, and download as PDF.
Export — per-task PDF export for sharing, printing, or audit trails.
Filters / Sorting (recommended UI) — sort by due date, priority or status and filter for open/overdue tasks.
👥 Who should use this
Shop owners and managers assigning daily operational work.
Staff tracking recurring items (stock checks, cleaning, maintenance).
Support agents noting follow-ups or delivery issues tied to a specific shop.
Developers or admins who want a simple integrated task tracker without a separate system.
⚙️ How it works (high level)
Create a task — user fills Title (required), optional Description, optional Due at (datetime), and Priority.
Persist — task is stored server-side with metadata (created_at, updated_at, completed flag/status).
List & filter — index shows tasks with quick summary and actions (edit, view, mark complete).
Detail view — shows full fields and action buttons, plus PDF export.
Status changes — tasks can be marked complete or re-opened; timestamps update accordingly.
Export — selected task exported to a styled PDF matching shop branding.
🪜 How to use — step-by-step
Go to Dashboard → To-Do List for the shop.
Click Run New To-Do (or New To-Do) to create a task. Enter title (required), description, optional due date/time, and set a priority. Save.
From the task list, click View or Edit to inspect or change a task.
Use the Mark complete checkbox/button in the list or detail view to close a task. Reopen if needed.
Click Download PDF on a task’s detail view to export a printable summary.
Use filters or sort controls (if available) to find overdue or high-priority items quickly.
📊 How to interpret task fields (actionable guidance)
Title — short summary (what needs doing). Good title → easy scanning.
Description — details, steps, or context (useful for handoff).
Due at — actionable deadline; tasks without due dates are “open”.
Priority — triage: High = urgent, Normal = routine, Low = optional.
Status / Completed — Completed tasks move to archive or can be hidden from the default list.
Timestamps — Created/Updated help audit who changed or completed tasks.
✅ Recommended actions (prioritised)
Require short title — keep titles < 80 chars to ease scanning in lists.
Use due dates for deadlines — sort by
due_atto surface urgent items.Mark completed promptly — close tasks to keep backlog clean.
Assign ownership (optional) — add an assignee field if multiple staff members use the same shop account.
Export critical tasks — PDF tasks for manager sign-off or offline checklists during store audits.
📤 Exporting & reporting
Single task PDF — available from task detail view for record-keeping or handoffs.
Bulk export (optional) — consider adding CSV / multi-task PDF for weekly reports or audit logs.
Audit trail — log created_at, updated_at, completed_by (user id) if you need accountability.
🗓️ Recommended cadence
Daily — review and complete daily operational tasks.
Weekly — prune low-priority items and export weekly checklists for staff.
After major events — create tasks for post-event cleanup, promos, or hardware checks.
🔒 Privacy & safety notes
Tasks are internal operational data. Do not store sensitive customer data inside task descriptions.
If you enable attachments or third-party sharing, ensure access controls and retention policies are in place.
If you add assignment or user metadata, secure endpoints to limit who can view/modify tasks.
🧩 Troubleshooting & FAQs
Q: Can tasks be assigned to a specific staff member?
A: Not in the minimal UI shown — you can add an assignee_id field and UI to select users if multiple staff log into the admin.
Q: How do I restore a completed task?
A: Use the “Reopen” or “Mark incomplete” action on the task detail or list (implement as completed=false and update timestamps).
Q: Can I attach files or images to a task? A: The basic view doesn’t include attachments. To add attachments, store files on your protected storage and link them to the task record.
Q: Are tasks shared across shops?
A: Tasks are scoped to a shop (by place_id in your Blade). To share tasks, implement a cross-shop sharing or global task flag.
✅ Quick checklist
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