Make use of Tasks and segment each step of your SOP
From Sales Order, click + on the Task Feed
Name Tasks, add details, assign ownership and due date
Tasks will appear in the Task Feed
The Task Feed can also live on you Dashboard
- For visibility over all tasks, navigate to Main Menu > Tasks
- This will bring you to the table view for Tasks where you can view all tasks, apply filters, adjust and edit existing tasks as well as create new tasks.
- Navigate to Main Menu > Settings > Export Data to generate a CSV of all tasks