To utilize the Onboarding Center task list, you'll need to first enable it in the Pickup Hub.
After clicking on the Store ID on the Pickup Hub dashboard, navigate to the Onboarding Tab. Click on Start Onboarding.
Next, select the project manager who will be managing the onboarding of the selected dealer.
You will need to enable Onboarding for Partners by clicking on the Red X. Clicking the Red X changes to a Green Checkmark and enables Onboarding for that Partner. You can also do the same for any Businesses.
NOTE: Any dealers with an Epicor Eagle or Paladin integration must be enabled for Onboarding.
Once Onboarding is enabled, you can access the task list for the dealer from the Pickup Hub dashboard. Under the Onboarding menu, click Clients.
Click on the Client name to view the tasks. (Note: The Onboarding Center - Open Page view is a dealer view and not active at this time)
You can now view all tasks relevant to the POS and Platform integration for the selected dealer. The Messages column can be used as a Notepad, or for internal Messages with other members of the Pickup Hub development team. You can change the status of a task to Complete by utilizing the "Change Status" button on the right-hand side.