Overview

Tasks help you to track the activities with your suppliers, and to follow up action plans linked to CSR results or Visit Minutes.

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Step-By-Step

Note

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How create task, use grouping field ?

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title	Step 1

From an Account Owner you can , Create “New task”

1- In Tabs => Click on “Accounts”

2- In View Menus => Select “My Accounts”

3- In ListViews => Click on “Account” A R WILFLEY AND SONS

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Click on “Account” BRAMMER FRANCE

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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”Plan.

2- Choose for example “Commercial a Type of Action in the view menu. eg.“Commercial Follow-Up" in the field "Type” View menus

3- Choose the “due date” in the related field

4- Click on By default, the "Status" field and choose 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 "CommentsFollow-up / Comments" field and write some comments about the task

9- Type the name of the Visite Minute you are searching in the Lookup field. Click on it in the list

, if it is relevant

9- In order to link a task to a specific GPS axis, Click on the 10- Click on the "GPS Axis" magnifier11- Click on the "Name" magnifier (Click on the lookup field. Write the name of the contact or the supplier you are searching. Choose "All Fields" in the "Search" requirements under the lookup window. Click "Go!“)

12- Tick box on the "Create a Supplier Action" little square box to engage the supplier in the process

, if it is relevant

1013- Desactivate the Reminder by clicking on the "Reminder" little square box

1411- Click on "Save"

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