Tasks

On the portal, you can not only view the results of visits and tasks, but also create your own. This is useful if you need to perform a specific task. For example, check the availability of certain products in one or more outlets.

How it works

1. Supervisor creates a task. In it, he indicates what the merchandiser needs to do, in which store and in what time frame.
2. The task will fall into the next visit to the point.
3. Employee fulfills the objectives of a task or provides a reason why it cannot be completed.
4. After the visit is over, the supervisor checks the results.

How to start

1. Create a task on the portal. Add questionnaires to it, specify stores and additional parameters.
2. Wait for the visit to complete.
   If the task is for several outlets, wait until all visits are completed at the outlets.
3. Check visit result.

All changes are reflected in history of events. In it you can see who and when changed the state of the task.