# Secretariat

> The day's To-Do List: the tasks the program works out from appointments, chats, reviews, orders, stock, deadlines and staff, when a task counts as done, what the lateness triangles mean and what each role sees.

Last updated: 22 October 2026. Source: https://narciso.io/en/docs/segreteria/

The **Segreteria** (Secretariat) gathers in a single list the things to do today in the salon: the appointment to close, the chat waiting for a reply, the review without a response, the order to pay, the product to reorder. The list is **not written by hand**: each task is worked out from the program's data and disappears, or counts as done, when that data changes.

## How to open it

Choose **Segreteria** from the side menu, above the groups (see [Side menu](https://narciso.io/en/docs/menu-laterale/)). The page is open to all three roles: Titolare (owner), Responsabile (manager) and Operatore (operator). On the left there is the **To-Do List**, described in this entry.

> **Note.** The right-hand column, with the folders and the chat, is not yet connected to the business data and is not described here. The only function already active in the chat is the `/design` command, with which the assistant creates a graphic: see [Design agent (/design)](https://narciso.io/en/docs/agente-di-design/).

## The To-Do List

At the top you can read the title **To-Do List**, today's date in full (for example «sabato 26 settembre», Saturday 26 September) and, on the right, the **counter** in the form *done/total* (for example «2/7»). The counter also counts tasks already done that you can no longer see.

Each task is a line of the notebook, with:

- a **checkbox** on the left;
- the **title**, preceded by a warning triangle when the task is late;
- a small **i** (tooltip «Dettagli», Details) on the right.

If there is nothing to do the notebook stays empty and the counter shows **0/0**. Tasks arrive in blocks: as you scroll towards the bottom more arrive, with no maximum number. If a block does not load, «Impossibile caricare altri compiti. Riprova» (Unable to load more tasks. Try again) appears at the bottom: one click tries again.

### The checkbox is not ticked by hand

Tasks are closed by **actually doing the action** (replying to the chat, paying the order, recording the receipt of goods…), not by ticking the line. If you click the checkbox of a task that has not been done, **you are taken to the page where the task is carried out**; the checkbox stays empty. When the program notices that the task has been done, the checkbox turns **green with a tick**, the title is struck through and after a moment the line fades away. A task that has already been done can no longer be clicked.

### Order and refresh

Open tasks come first, from the most urgent (nearest or already past deadline) to the least urgent; the ones that are done stay at the bottom.

The list refreshes by itself:

- when the page is opened;
- **every minute** while the page is visible;
- when you return to the browser tab after leaving it in the background;
- about half a second after **a new chat message** arrives, because a message can open or close a handover to the operator.

There is no «Aggiorna» (Refresh) button. If the first load fails, the last list received stays on screen.

## Where tasks come from

The list shows **today's** tasks and **past tasks not yet done**. All tasks concern the **location you are working in** (see [Locations map and active location](https://narciso.io/en/docs/mappa-sedi/)), except those marked «di tutta l'attività» (for the whole business).

| Type | Title | Detail | Deadline | Counts as done when… | Where the checkbox leads |
|---|---|---|---|---|---|
| Appointment | «Appuntamento 10:30 · Maria Rossi» | «Non si è presentato» (He/she did not show up), if the client did not come | The time of the appointment | The appointment is **Completato** (Completed) from the cash desk, or marked as client not present | [Calendar](https://narciso.io/en/docs/agenda/) |
| Chat to handle | «Rispondi in chat a Nome» (Reply in the chat to Name) | The reason given by the AI assistant, or «L'assistente AI ha passato la conversazione a un operatore» (The AI assistant has handed the conversation over to an operator) | Time of the handover + **15 minutes** | The chat is no longer waiting for an operator | The conversation in [Comunicazioni](https://narciso.io/en/docs/comunicazioni/) |
| Review | «Rispondi alla recensione di Nome» (Reply to Name's review) | «N ★ su Google» (N ★ on Google) | Date of the review + **48 hours** | The review has a reply | [Google listing](https://narciso.io/en/docs/scheda-google/) |
| Post not published | «Post non pubblicato: titolo» (Post not published: title) | «Rifallo o eliminalo dal piano editoriale» (Redo it or delete it from the editorial plan), with the **Errore** (Error) box | The time at which the post was due to go out | The post is redone or deleted | [Editorial plan](https://narciso.io/en/docs/piano-editoriale/) |
| Payment to a supplier | «Paga Nome fornitore» (Pay supplier name) | «Ordine n. … · € importo» (Order no. … · € amount) | The payment deadline | The order is marked as paid | [Payment schedule](https://narciso.io/en/docs/scadenzario/) |
| Delivery to receive | «Ricevi la consegna di Nome fornitore» (Receive the delivery from supplier name) | «Ordine n. …» (Order no. …) | End of the expected delivery day | All the lines of the order are received or cancelled | [Stock](https://narciso.io/en/docs/magazzino/) |
| Stock reorder | «Riordina Nome prodotto» (Reorder product name) | «Disponibili N, scorta minima M» (Available N, minimum stock M) | End of the day on which the quantity fell below the minimum stock | The quantity goes back above the minimum stock, or the reorder has already been recorded | [Stock](https://narciso.io/en/docs/magazzino/) |
| Expired product | «Ritira dallo scaffale Nome prodotto» (Take product name off the shelf) | «Prodotto scaduto · N in magazzino» (Expired product · N in stock) | The product's expiry date | The product is no longer available (quantity set to zero) | [Stock](https://narciso.io/en/docs/magazzino/) |
| Accounting deadline | «Soggetto · Categoria» (Subject · Category) | The net amount to pay, or «Importo da inserire» (Amount to enter) | The due date | The deadline is marked as paid (a deadline paid today stays as done) | [Payment schedule](https://narciso.io/en/docs/scadenzario/) |
| Contract expiring | «Contratto di Nome Cognome in scadenza» (Name Surname's contract expiring) | «Rinnova o aggiorna la data di fine» (Renew or update the end date) | The contract end date | The end date is updated or the team member is deactivated | [Staff records](https://narciso.io/en/docs/anagrafica-personale/) |
| Shifts to reassign | «Riassegna i turni di Nome Cognome» (Reassign Name Surname's shifts) | The slots still uncovered (up to 5, then «…») | The start of the first uncovered slot | Every slot is covered by someone's shift in the same location | [Shifts](https://narciso.io/en/docs/turni/) |
| Channel to reconnect | «Ricollega nome del canale: nome dell'account» (Reconnect channel name: account name) | What does not work while the channel is switched off and how to reconnect it | The moment the channel was switched off | The channel is active again | [Comunicazioni](https://narciso.io/en/docs/comunicazioni/) for WhatsApp, [Editorial plan](https://narciso.io/en/docs/piano-editoriale/) for the others |
| Legal consents | «Rinnova il tuo consenso legale» or «Rinnova i consensi legali» (Renew your legal consent / Renew the legal consents) | «N utenti con consensi da rinnovare» (N users with consents to renew) | Immediately, or the first deadline | All acknowledgements are up to date | Opens a window, see below |

Notes on the sources:

- **Appointments**: only those of today and not cancelled, otherwise past days would pile up.
- **Chats to handle**: only the chats that the AI assistant has handed over to an operator. Chats of blocked contacts do not appear.
- **Payments and deliveries**: they appear when the deadline is today or already past.
- **Stock reorder**: only active physical products, not «voci personalizzate» (custom items), with a quantity equal to or below the minimum stock. Those already reordered do not appear.
- **Accounting deadlines**: only **outgoings**, that is, things to pay.
- **Contracts expiring**: the contract end date is confidential data, which is why only the Titolare sees the task. The checkbox opens Personale ▸ Anagrafica (Staff ▸ Records): to renew the contract, select the team member and choose **Modifica** (Edit).
- **Shifts to reassign**: they arise when a team member with future shifts has their access removed, is deleted or is removed from the location. Their future shifts are cancelled and the task lists the slots left uncovered. If the cover is only partial, only the slots that are still empty remain in the task. After 90 days the task disappears anyway.
- **Channels to reconnect**: it arises when the connection to a channel (for example Instagram, TikTok, Pinterest or WhatsApp Business) has expired and the automatic renewal did not succeed, so the channel was switched off. Reconnecting is done by the Titolare (see [Connecting social accounts](https://narciso.io/en/docs/collegare-account-social/)); the task disappears by itself as soon as the channel is active again.

### Renewing the legal consents

The consents task does not lead to another page: it opens the window **«Rinnova i consensi legali»** (Renew the legal consents).

1. The users that the person looking can manage appear, with one line for each document and its status: **In regola** (Up to date), **Mai confermato** (Never confirmed), **Scaduto** (Expired) or **Testo aggiornato** (Text updated).
2. The documents to renew are already ticked. The «i» icon next to each one opens the document so you can read it again; at the top there is **Seleziona tutti** (Select all).
3. Press **Rinnova selezionati** (Renew selected). «Consenso rinnovato.» (Consent renewed.) or «N consensi rinnovati.» (N consents renewed.) appears and, when everything is up to date, the window closes.

The confirmation is valid for **12 months**, or until the text of the document changes. Everyone can renew for themselves; the Responsabile can also do it for Operatori and the Titolare also for Responsabili and Operatori. The documents are described in [Legal pages](https://narciso.io/en/docs/pagine-legali/).

## The lateness triangles

If an open task has a deadline that has **already passed**, a warning triangle appears in front of the title:

- **yellow** if the delay is **2 days or less**;
- **red** if the delay is **more than 2 days**.

A task that is still on time, or already done, has no triangle. For example, an appointment from this morning that has not yet been completed shows the yellow triangle.

## The details bubble

A click on the **i** (tooltip «Dettagli») opens a box below the button with:

1. the **title** of the task;
2. the **detail**, if there is one;
3. the **deadline** in words: «Entro le 18:00» (By 18:00) if it is today and not yet past, «Scaduto il 3 set» (Expired on 3 Sep) for a past day, «Entro il 28 set» (By 28 Sep) for a future day. If the task is late the line has the colour of the triangle and is in bold;
4. «Vale per tutta l'attività» (Applies to the whole business), if the task does not belong to a location;
5. for posts not published and channels to reconnect, a red **Errore** box with the reason recorded by the social network (shortened to 400 characters and cleaned of confidential keys). If nothing was recorded, «Nessun dettaglio registrato» (No detail recorded) appears.

The box closes with **Esc**, with a click elsewhere, by resizing the window or by scrolling the page. A second click on the same **i** closes it.

## What changes with the role

| | Titolare | Responsabile | Operatore |
|---|---|---|---|
| See the page | Yes | Yes | Yes |
| Location tasks (appointments, chats, reviews, posts, orders, stock) | Yes | Yes | Yes |
| Location accounting deadlines | Yes | Yes | Yes |
| Accounting deadlines for the whole business | Yes | Yes | No |
| Shifts to reassign | Yes | Yes | No |
| Channels to reconnect | Yes | Yes | No |
| Contracts expiring | Yes | No | No |
| Legal consents | For themselves, Responsabili and Operatori | For themselves and the Operatori | Only for themselves |

## Common problems

| Situation | What to do |
|---|---|
| I did the work but the task is still there | Wait up to a minute or go back to the page: the list rereads itself. Check that the action was recorded in the right place (for example the payment marked as «Pagato» (Paid), the order received in Magazzino (Stock)) |
| I click the checkbox and the page changes | This is the expected behaviour: the checkbox takes you where the task is carried out |
| I cannot see the tax deadlines | Those for the whole business are seen only by the Titolare and Responsabile |
| I cannot see the contracts expiring | Only the Titolare sees them |
| A «Post non pubblicato» task does not go away | The post is not republished by itself: it must be redone or deleted from the editorial plan. The reason is in the **Errore** box |
| A task I expected is missing | Only the tasks of the active location are shown. Scroll the list to the bottom, because the more distant tasks arrive in blocks, and check that the source data is in the right state (for example the chat must still be waiting for an operator) |
| I cannot see the shifts to reassign | Only the Titolare and Responsabile see them, and only for the active location |

## Related entries

- [Calendar](https://narciso.io/en/docs/agenda/)
- [Comunicazioni](https://narciso.io/en/docs/comunicazioni/)
- [Payment schedule](https://narciso.io/en/docs/scadenzario/)
- [Stock](https://narciso.io/en/docs/magazzino/)
- [Shifts](https://narciso.io/en/docs/turni/)
- [Legal pages](https://narciso.io/en/docs/pagine-legali/)