Creating a Retailer Task

Follow the steps below to create a new task from the Retailers-Task page.

1. Click or touch the button. The Create Task for Retailer dialog box is displayed.

2. Enter a task description in the Description field.

3. Click or touch the Due Date field to display a calendar and select a due date for the task. Check the recurring box for a recurring task.

4. Optional: Enter notes in the Notes field.

5. Optional: To display the task on your Home Dashboard, select the check box.

6. Optional: Assign default service actions for the task. These actions will be saved with the retailer record when you complete the task.

7. Optional: Attach a document to the task.

8. Click or touch the Create button. The task is created and is displayed as a line item on the Retailers-Visits page of the selected retailer.