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

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