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how to view task, Notification, Alert and clarification request for other users

Jan 20, 2017 at 09:18 PM

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Hello,

First, sorry for my very bad English.

I'm finding for how to view task, Notification, Alert and clarification request for other users, N+2 or management accountant.

I can not display a history, task, Notification, Alert and clarification request, on the screen of the offer or opportunity

I can not create a report that displays the data.

do you have an idea ? Are these tasks forever lost ?




Thank you in advance.

Kind regards,

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2 Answers

Arun Mavinahally Lakshmikantha
Jan 23, 2017 at 04:33 AM
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Hello Roland,

You can view all the Business Tasks/ Notifications in the Application and User Management work center under Task Distribution view -> Business Task Management. You can search for the relevant business tasks & you can assign the tasks to specific user by using Assign button. Then the respective user can view the tasks in their inbox.

Hope this helps you.

Please mark this thread as answered, if it is helpful.

Best Regards,

Arun

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Roland Ostarena Jan 24, 2017 at 05:25 PM
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No, I want to display the tasks already assigned to users and closed (or not closed)

Example:

A salesman sends an offer to a customer.

The accounting makes a request for clarification on the offer to Salesman.

The Salesman answers with an attachment pdf.

How can the director see this echange and the attached pdf ?

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