Create new task form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Use the Create new task form to add a new task to a supplier case.

    Table 1. Create new task form
    Field Description
    Who is this task for? Option to select who this task is intended for. The options are:
    • Supplier
    • An employee at my company
    Action type Action type that defines the supplier task. The options for a supplier task are:
    • Complete a form
    • Complete checklist
    • Complete survey
    • Mark complete
    • Play video
    • Sign document
    • Upload documents
    • View link

    Action type that defines the employee task. The options for an employee task are:

    • Mark complete
    • Play video
    • Upload documents
    • View link