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 ? |
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
Scroll down to the "Open Activities" related list and click in "New Task”
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
10- In order to link a task to a specific GPS axis, Click on the "GPS Axis" magnifier, if it is relevant
11- Desactivate the Reminder by clicking on the "Reminder" little square box
12- 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
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