Actions on Tasks

As part of building out more robust controls for our Tasks functionality, we are now introducing the ability to assign Actions for a Task! This feature is available on both manually created Tasks and also auto-generated Tasks from a Workflow.

You can assign the following Actions as part of a Task:

• Upload a File
• Update a Field

Upload a File

• Request that a task assignee upload a file as part of completing this task
• Assignee can choose from existing files or upload a new file

Update a Field

• Request that a task assignee update order or line item fields on a order as part of completing this task
• Important to note: choosing an order or line item field will allow all assignees, including Suppliers and 3rd Party Collaborators, access to editing those fields. This means they will be able to generate a new purchase order once they've completed updating those fields. 

Some notes about Actions

• Only brand users can assign actions to a Task - suppliers and 3rd party collaborators will not be able to add an action to a task when editing the task.
• No assignee is required to complete an Action. This means that the assignee can complete a task without performing the action - we will note that under the Activity Feed that the action has been confirmed. This is to prevent forcing assignees from entering junk data / double entry in case they've already updated the information elsewhere in the system. 
• The same applies for actions on a Required Task - the required action is the completion of the task itself, not the action.