Task Management
To view Tasks based on Turnaround time (TAT)
TAT status in list view of tasks: TAT status in detail view of task: Also, the TAT will be shown in the task report:
Create Follow-up of a Task from mobile App
Create a follow-up task for a customer visit: Go to Work Tab and click on it. Find "My Completed" tasks section by clicking on Click on it to see tasks you've already completed. Click Follow-up to start a follow-up task. A new form will pop up asking ...
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 ...
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:- ...
Manually create task in mobile app
URVA1 gives Mobile users the liberty to create tasks through the Mobile application. Manually create task from URVA1: From URVA1 app home page, tap on the 'Activities'. Click on the activity in which the user wants to perform the task. 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 ...