Completing a Task Assigned to Multiple Retailers

Follow the steps below to complete a task for multiple retailers using the Field-Task page.

1.        Click or touch the For link corresponding to the multiple retailer tasks you want to complete.

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A list of retailers corresponding to the task is displayed on the Field-Task page.

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2.        Click or touch the Complete Task button corresponding to the Retailer. The Retailers-Visits page is displayed with a list of associated tasks for the selected retailer.

3.        Select the check boxes for any tasks that you have completed in the Tasks pane on the Retailers-Visits page.

4.        Click the Save button. The Retailers-Visits page is displayed.

°     The task is removed from the Tasks pane on the Retailers-Visits page.

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°     The Percentage Complete link is updated on the Field-Task page.

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5.        To complete a task for additional retailers, return to step 1.

 

See Also:

Creating a New Task

Viewing Task Details

Completing a Task Assigned to a Non-Retailer or Single Retailer

Removing Multiple Retailers from a Task

Cancelling a Task