VTEX DO manages tasks automatically created by the VTEX Admin that require manual action by the ecommerce team. To access it, log in to your VTEX Admin, go to Orders > All orders, and click on the inbox icon in the bottom right corner of the page. By clicking on the icon, a modal will display the list of tasks related to the store's orders.

Only users with the OMS - Full Access role can perform tasks through VTEX DO.

The tasks are listed in two tabs:

• All: all tasks related to orders from the store's account.
• Mine: tasks assigned to the user logged in to the account.

The number displayed next to the tab titles corresponds to the tasks in each category ("All" and "Mine"), which includes open and closed tasks. Scrolling the bar in each tab loads new tasks in the list.

To exit VTEX DO, simply click the X icon or anywhere on the Order Listing page, outside the modal.

There is a search bar where you can search for a task by its name, by the name of the user assigned to the task, or by comments.

The filter selector allows you to select a single option or combine filters. To apply filters, click on Filter, select the desired option and click outside the filter box, inside the modal. You can filter the tasks by:

• Only open tasks
• Only not assigned
• Catalog
• Commercial
• Infrastructure
• Backoffice
• Front-end
• Marketplace

The tasks listed have information that characterizes them, including:

• Message (described in more detail in the table below).
• Order ID.
• Payment ID.
• User to whom the task is assigned.
• Tags used to filter the list.

To manage VTEX DO in an organized way, we suggest marking a task as Completed only once it is finished, to avoid working on it again or wasting time when viewing the task list in the future.

An exception to this recommendation is when the retailer decides to finalize a task even though they have not accepted it, for example, when an order cancellation request is reversed by Customer Service.

Tasks managed through VTEX DO can include messages from all VTEX systems. Some examples of messages are:

By clicking on the name of a task in the list, you are redirected to the task details modal, which displays more information about the task and actions to solve it. The following fields are displayed:

• Assigned to: if the task has no assignee, click Assign and search for a user, or click Assign to me or Reassign.
• Tags: markers automatically associated with the task which are used to filter the list and provide more details about the context, status, and origin of the task. You cannot select your own tags; they are created by the VTEX Admin system.
• Description: text including more information about the task.
• Payment ID/Order ID: If the task is related to an order, the field will display the order ID. If it is related to a payment, the field will display the payment ID.
• Created on: date and time when the task was created.

Buttons in the task details modal include:

• View details: by clicking this button, you will be redirected to the VTEX Admin page related to the task origin. For example, for tasks that require payment corrections, you will be redirected to the transaction details page. On this page, you can perform the task, as described.
• Close task/Reopen task: clicking the Close task button will mark the task as closed, so we recommend clicking it after completing the necessary action to resolve the task. You can revert this action by clicking Reopen task. Closed tasks continue to appear in the VTEX DO list.
• Leave a comment: this section allows you to add internal comments with remarks about the task. To do this, type in the text box and click Send.

VTEX DO allows the user to perform actions such as:

• Assigning tasks to someone (including themselves).
• Marking tasks as done.

See more details about the main actions below.

In order for tasks to be solved quickly, it is important to assign a responsible person for each task. You can assign a task to any user with access to the store's OMS or to yourself. When you assign a task to yourself, it will become your responsibility, and it will be displayed in the tab Mine. If the user icon followed by an email or star icon is displayed in the task, it means that the task is assigned to someone. On the other hand, if these icons are not displayed, the task is not assigned to anyone.

To assign a task, follow the steps below.

1. In the VTEX Admin, go to Orders > All Orders, or type All Orders in the search bar at the top of the page.
2. Access VTEX DO by clicking on the inbox icon in the bottom right corner of the page.
3. Select the desired task.
4. Click Assign to.
5. Select the user to whom you want to assign the task.
   • To assign it to another person, search for a user or email and select the desired option.
   • To assign it to yourself, click Assign to me.

To change the assigned user:

1. In the VTEX Admin, go to Orders > All Orders, or type All Orders in the search bar at the top of the page.
2. Access VTEX DO by clicking on the inbox icon in the bottom right corner of the page.
3. Select the desired task.
4. Click Reassign.
5. Search for the user by name or email address.
6. In the search results, click the desired user.

To leave the task unassigned, in step 5 click Remove.

To close a task:

1. In the VTEX Admin, go to Orders > All Orders, or type All Orders in the search bar at the top of the page.
2. Access VTEX DO by clicking on the inbox icon in the bottom right corner of the page.
3. Click the name of the desired task.
4. Click View details to be redirected to the page related to the task origin.
5. Perform the task as it is described.
6. Return to VTEX DO on the Task details page.
7. Click Close task.

You can reopen a task that was improperly closed at any time. To do this, go to the task details page and click Reopen task.