Change territory/move task from one territory to another

Change territory of the task/ move task from one territory to another

URVA facilitates users with the option to change the territory of the task/Move task from one territory to another in one go. This saves a lot of time & effort. 

To change the territory of the task/ move a task from one territory to another, follow the steps mentioned below:

  1. From Urva web, go to Operations and click on Tasks.
  2. Select any particular activity from the list.
  3. Select one or more tasks from the checklist and then go to the "Change territory" option from the right top corner.
  4. Now select the territory to move the tasks into it.
  5. Finally, click on the Submit button.




    • Related Articles

    • Export tasks in PDF

      Task can be exported in the form of PDF file for each task. Export tasks in PDF form: From URVA home page, go to Tasks under Operations Choose Activity from the list and Submit Over each task in FINISH state (it can be customized), there is an option ...
    • Tasks movement/ actions performed on URVA web

      Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...
    • Scheduling a task

      There are two methods to schedule a task, web user can schedule a task from the web, and app user can do the same from within the URVA application. Let us know how to schedule the task. To schedule a task from office to user for future date, please ...
    • Create, Upload & Assign Tasks

      URVA facilitates you with option to allocate task in bulk, hence multiple tasks can be assigned to multiple users in one go. This saves lot of time & effort. To create new Tasks Manually follow the steps mentioned below: One by One create tasks: From ...
    • View, Edit, Filter Tasks on web

      Detailed view of a task in: It consists of full details of a particular task, which are filled by Mobile user. You can view detailed information which is filled in the task along with other information. Follow these steps: From URVA Home Page, go to  ...