1. Home
  2. Activ8 - Workflow
  3. How To Create A Visit Task

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. 

Updated on October 23, 2019

Was this article helpful?

Related Articles

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support