Supplier Tasks list
The Tasks tab tracks follow-ups against one supplier. Every vendor works differently, and this is where the chasing, checking and administrative work owed to a particular supplier gets scheduled and assigned rather than remembered.
Where to find it
Open a supplier and select the Tasks tab.
What a task holds
| Field | Description |
|---|---|
| Task | What needs doing. |
| Assigned To | Who owns it. An unassigned task belongs to nobody. |
| Due Date | When it should be finished. |
| Priority | How urgent it is. |
| Status | Open, in progress or complete. |
| Description | The detail — what was agreed and what a good outcome looks like. |
What suppliers get tasked
- Chasing a late delivery against an outstanding order.
- Renewing a contract or renegotiating terms.
- Obtaining a missing tax certificate or compliance document.
- Resolving a pricing discrepancy on a bill.
A task with a due date and an owner gets done. One recorded as a note in the supplier's Notes field is a reminder to whoever happens to open the record next.
Related pages
- Supplier View — the account record
- Purchase Orders — orders that may need chasing
- Customer Tasks — the selling-side equivalent