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
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Step-By-Step
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How create task, use grouping field ? |
Status colour Blue title Step 1
From an Account, Create “New task”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” eg.A R WILFLEY AND SONS
Click on “Account” BRAMMER FRANCE
Status colour Blue title Step 2
Scroll down to the "Open Activities" related list and click in "New Task”
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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
7- Click on the "Root Cause" field and write the Root Cause of the task, if it is relevant
8- Click on the "Follow-up / Comments" field and write some comments about the task, if it is relevant
9- In order to link a task to a specific GPS axis, Click on the "GPS Axis" magnifier, if it is relevant
10- Desactivate the Reminder by clicking on the "Reminder" little square box
11- Click on "Save"
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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. |
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In Lookup: select always "all fields“ This allows for more results in research
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Verify, if I created task |
Status colour Blue title Step 4
After saving, I return automatically on the tab "Accounts" with the account name you create task
Status colour Blue title Step 5
- I verify, if I created well the task to my Account eg.“BRAMMER FRANCE”
Scroll down to the "Open Activities“ and you see your task create or No
( The task is created with Open Status)
Need help?
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