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