Overview
In this section, you can see how to link a task to a Visit Minute.
Table of content
Step-By-Step
STEP 1
Open your visit Minute eg.“VM-000142”
Scroll down to the “Action Plans" related list and click in "New Task”
STEP 2
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- By default, the "Status" is "Open“
4- Click on the "Subject" field and write the title of the task
5- Click on the "Description" field and write the description of the task
6- Click on the "Root Cause" field and write the Root Cause of the task, if it is relevant
7- Click on the "Follow-up / Comments" field and write some comments about the task, if it is relevant
8- In order to link a task to a specific GPS axis, Click on the "GPS Axis" magnifier, if it is relevant
9- The field "Visit Minute" is automatically populated with the VM code you choose. eg.“VM-000142”
10- 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.
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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