Move the task data of one territory to another

Move the task data of one territory to another

This option helps you transferring the task data from one territory to another in case there is some change in hierarchy levels or reduction in levels. In this way, back up of the data cna be taken.

Move the task date of one territory to another:-

  1. From URVA Home page, go the the Admin settings. 

  2. Click on the Hierarchy under the Basics setup module. 

  3. Select the Territory label. 

  4. Click on the three dot which you can see on the right side of the Territory label. 

  5. Click on the Delete option. 

  6. Mark the “Move data to another territory”. 

  7. Fill the new Territory label code in the text box.

  8. Click on the Delete & Move option.




    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...

    • 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 ...

    • 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 ...