Create a task

Retail Ops manages several types of Tasks (cf. Task types). There are several ways of creating tasks:

• From scratch:
  • From the Home page: a toolbar offers you the ability to create tasks of each type.
  • From a Project Progress flow: tasks created here will automatically be linked to the Project.
  • From several screens of the Management menu.
  • From the Agenda: only for appointments.
• Automatically:
  • The Project workflow may automatically create tasks at some progress steps.
  • When using the EDI exchanges, some tasks may automatically be created onto your system in order to notify you of some new exchanges (sent or received files).