How to add Tasks to scheduled visits
One great way to track your team's work and improve your rate of successfully accomplished visits is to set mandatory tasks for your team to perform during their visit.
You can assign tasks that need to be completed during the visit so that a place visit cannot be completed unless your conditions are met. A task can be any activity (Photo, Note, Forms, Retail Audit or Order).
There are no limitations to how many tasks a rep can be assigned to in one visit.
IMPORTANT: Tasks can be set as mandatory on a company level, and this will disable the check-out as well as the Pause Day functionality for a rep until ALL of the assigned activities are submitted/completed.
Choose an activity to be performed as a task. If you want to add multiple tasks, click on green '+' button to add additional tasks.