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How To Create A Visit Task

The purpose of this article is to provide a step-by-step guide to creating a visit task in Activ8 software.

Applicable Products: Activ8

Creating A Visit Task

After logging into Activ8, click on the ‘Workflow’ tab in the left-hand panel. From the drop-down menu, select ‘Tasks’. 

 In the top right corner of the screen click on ‘+ New Task’ to open the ‘New Task’ window.

In the ‘New Task’ window find and select ‘Create Visit Task’. Next, fill in the open fields to assign the task a name, owner, estimated house, visit date, retailer, region, store and merchandiser.

If you would like a stock take to be completed, tick the box. 

Once you have completed the task details, click ‘Save’ to publish the task. 

Adding A Task Questionnaire 

These are Questionnaires that can be added to normal tasks and assigned to one of the members of the task. This is just to provide certain feedback on the task itself. The above applies to both web and mobile applications. 

To create a Task Questionnaire, navigate to the Questionnaire Tab. 

Once this is done: 

Step 1: Select ‘New Questionnaire’.

Step 2: Enter the applicable Questionnaire Name. 

Step 3: Enter Questionnaire Description. 

Step 4: Select ‘New Section’ – Please note, this step needs to be completed in order for the Questionnaire to be saved. 

Step 5: Enter the Question Name.

Step 6: You will notice two tick boxes, namely ‘Required’ and ‘Grid’: 

  • You will select Required if an answer to the question is needed, and 
  • Grid if you would like the answer to be in Grid format (If grid is selected, you would need to enter your preferred rows and columns) 

Step 7: Select an appropriate Question Type.

Step 8: Repeat Type ( By product, By Question, Number of times).

Step 9: Visibility.

  • This is based on the same principle as Repeat Type. i.e. The question will only be shown based on the previous question’s answer.

Step 10: Click on ‘Save Question’.

Please note if you wish to delete a Questionnaire: Navigate to the desired Questionnaire and click ‘Archive Questionnaire’ as demonstrated in the gif below. 

Updated on May 13, 2020

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