Add, assign, edit, and view tasks

Anvyl creates and assigns tasks at the purchase order level. So you must receive a purchase order before you can add a task. 

This article describes:

• How to create a task
• How to assign a task to another team member
• How to edit a task
• How to view a task

How to create a task

If you don’t assign a task to a specific team member, Anvyl sends an email notification to everyone who has access to this purchase order and they have their email notification turned on after you create the task.

1. Open Anvyl.
2. Click Open orders view in the left navigation panel. 
3. Click a PO Number in the list for the order you want to assign a task.
4. Click the Tasks tab and click Add Task.
5. Enter a Task title (required) and fill in the remaining optional fields, if needed.
6. Click Save.

How to assign a task to another team member

When you assign a task to another team member, they’ll receive an email notification after you create the task.

1. Create a task by following the steps above.
2. Select a team member in the Assign to drop-down list if you want to assign this task to another team member (optional)
3. Click Save.

How to edit a task

1. Open Anvyl.
2. Click Open Orders view in the left navigation panel. 
3. Navigate to the order with the task you want to edit.
4. Click the Tasks tab and click the task.
5. Make changes to any of the fields.
6. Click Save.

View a task

The easiest and quickest way to view all the tasks across your organization is to create a custom dynamic view.

1. Hover on Tasks in the left navigation panel.
2. Click the + button and then click Create tasks view.
3. Choose the Tasks view and click Next.
4. Type a name for your new custom view and click Next.
5. Customize what data appears in your new view:
   1. Select the columns you want to add to the view
   2. Click Arrange column order to rearrange their order if needed.
6. Click Save.

Note: You can also apply a filter to the list by clicking the Filters button.