Overview
Tasks help you to track the activities with your suppliers, and to follow up action plans linked to CSR results or Visit Minutes.
Table of content
Step-By-Step
How create task, use grouping field ?
STEP 1
From an Account, Create “New task”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- Click on “Account” BRAMMER FRANCE
STEP 2
Scroll down to the "Open Activities" related list and click in "New Task”
STEP 3
1- In the “Grouping field”, write the name of the Action Plan.
2- Choose a Type of Action in the view menu. eg.“Commercial Follow-Up"
3- Choose the “due date” in the related field
4- By default, the "Status" is "Open“
5- Click on the "Subject" field and write the title of the task
6- Click on the "Description" field and write the description of the task
8- Click on the "Follow-up / Comments" field and write some comments about the task, if it is relevant
10- Desactivate the Reminder by clicking on the "Reminder" little square box
11- Click on "Save"
You can use the "grouping Field" as a label, in order to group different tasks for the same topic, same action plan... eg. a QM claim number.
In Lookup: select always "all fields“ This allows for more results in research
Verify, if I created task
STEP 4
After saving, I return automatically on the tab "Accounts" with the account name you create task
STEP 5
- I verify, if I created well the task to my Account eg.“BRAMMER FRANCE”
( The task is created with Open Status)
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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