Create, Upload & Assign Tasks in Urva

FeetPort facilitates you with option to allocate task in bulk, hence multiple tasks can be assigned to multiple users in one go. This saves lot of time & effort. To create new Tasks Manually follow the steps mentioned below:

Manually create tasks, follow the steps mentioned below:

  1. From the Navigation Menu, choose Tasks module.
  2. Now Pick an activity and Submit it.
  3. Click on Plus tasks.
  4. Click One by one for creating task one by one. Under Form tab, add the details you want to edit. 
  5. Click on Submit under Closure.

Bulk Upload Tasks:

  1. Go to Tasks from home page.
  2. Now Pick an activity and Submit it.
  3. Click on New tasks.
  4. Click Bulk upload for creating multi-tasks at a time
  5. . Download the format in excel by clicking on Download template.
  6. Fill the data and drop the file or UPLOAD it.

     

     

 

Assign tasks manually, follow the steps mentioned below:

  1. From the Navigation Menu, choose Tasks module.
  2. Now Pick an activity, Pick and levelPick a territory and Submit it.
  3. Click on  check box against any of the task.
  4. Click Assign USer from top bar.
  5. Choose the user from the pop-up window.
  6. Click Submit and the task will be assigned to the user.

 

 


Revision #26
Created 20 February 2018 12:11:12
Updated 8 June 2022 08:52:34 by Kamna