Activity Monitoring & Task Management

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Masters Activity Template

List of Tasks/Activities

List of Tasks/Activities

Define Predecessor Activities

Define Predecessor Activities

Assign Responsibility

Assign Responsibility (should be a SAP B1 User)

Tag Critical Tasks/Milestones

Tag Critical Tasks/Milestones

Define Dependencies

Define Dependencies

Transaction

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Project Creation

  • Attach Activity Template to Sale Order
  • Enter Target Dates
  • Modify other details like responsibility, dependencies, millstones, etc
  • Define escalation process
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Daily To-Do List

  • Prompt window with list of current day’s tasks assigned to the user along with carry forward tasks
  • Flag for critical tasks and predecessor tasks
  • Mark tasks as ‘Complete’ (default status being ‘Not Complete’)
  • Default update of posting date as ‘Completion Date’
  • Alert for dependencies if posted as ‘Not Complete’
  • Remarks / Comments

Reports

Reports

Client-wise, Sale Order-wise, User-wise, Date-wise

Activity Calendar

Activity Calendar

Status Report

Status Report

Deviation Report

Deviation Report

For more Information or Demo on Activity Monitoring & Task Management Solution

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