Item Tasks allow you to create associate tasks linked to specific items using the Item Filter.
To create:
- Click Associate > Tasks > Mass Tasks Wizard, then click Next.
- Select New Tasks and click Next.
- Select Item Tasks at the top, then click the Item Filter drop-down at the bottom.
- 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.
- Click Next. A list of matching items will be displayed. Check those items you want associate tasks created for, then click Next.
- Enter the task Subject and choose the Associate to assign it to. All other fields are optional. Click Next to generate the tasks.
- 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.
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Task Type
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Item Tasks
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Item Filter
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Type & Status Tab
Date Entered: Last Week
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Subject
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Please complete pre-appraisal
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Associate
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Your jeweler
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Category
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Inventory
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Require Notes on Completion
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No
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