Item Tasks


Item Tasks allow you to create associate tasks linked to specific items using the Item Filter.

To create:

  1. Click Associate > Tasks > Mass Tasks Wizard, then click Next.
  2. Select New Tasks and click Next.
  3. Select Item Tasks at the top, then click the Item Filter drop-down at the bottom.
  4. Specify item criteria in the Item Filter, then click OK.  For example, you could use the Type & Status tab to create associate tasks linked to items based on their stock type and entry dates.
  5. Click Next.  A list of matching items will be displayed.  Check those items you want associate tasks created for, then click Next.
  6. Enter the task Subject and choose the Associate to assign it to.  All other fields are optional.  Click Next to generate the tasks.
  7. Once complete, the system will display the number of tasks created.  Click Finish to close the wizard.
Example
Tasks for your jeweler to pre-appraise newly entered items from last week.

 

Task Type

Item Tasks

Item Filter

Type & Status Tab

Date Entered: Last Week

Subject

Please complete pre-appraisal

Associate

Your jeweler

Category

Inventory

Require Notes on Completion

No

Updated on Mon, 23 Aug 2021 by Angela Chiaravalle

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?