Viewing supplier contact tasks from the Supplier Collaboration Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Viewing Supplier Contact Tasks from the Supplier Collaboration Portal

    This guide provides instructions for viewing and managing tasks assigned to you and other supplier contacts within the Supplier Collaboration Portal. It details the types of tasks available and how to navigate the portal effectively to fulfill your responsibilities.

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    Key Features

    • Task Types: Various tasks can be completed, including marking tasks as complete, viewing links, playing videos, signing documents electronically, submitting catalog items, taking surveys, completing checklists, and uploading documents.
    • My To-dos Page: Accessed from the portal header, it lists tasks assigned to the logged-in user with tabs for open and completed tasks. Selecting a task reveals details and an activity log.
    • Supplier Task List Page: Available only to primary contacts and administrators, this page displays all tasks and allows filtering by open or closed status, as well as searching for specific tasks.

    Key Outcomes

    By utilizing the Supplier Collaboration Portal, you can efficiently manage your tasks, track progress, and ensure timely completion of responsibilities. You also have the ability to approve or reject tasks assigned to you, enhancing collaboration and workflow with your organization.

    View the tasks that are assigned to you and other supplier contacts.

    Tasks are of the following types:

    • Mark Complete: Mark the task as complete.
    • View Link: Open a link to complete the task.
    • Play Video: Play a video to complete the task.
    • E-Signature: Sign documents electronically to complete to task.
    • Catalog Item: Submit a catalog item to complete the task.
    • Survey: Take a survey to complete this task.
    • Checklist: Complete a checklist to complete the task.
    • Upload Document: Upload a document to complete the task.

    Viewing your tasks

    The My To-dos page lists all the tasks that are assigned to the logged-in user.

    To open the My To-dos page, do one of the following on the Supplier Collaboration Portal home page:

    • In the Supplier Collaboration Portal header, select My Tasks.
    • (If you are a primary contact) In the Supplier Collaboration Portal header, select Tasks and then select My Tasks.
    • In the My active items widget, select Tasks.
    Figure 1. My To-dos page
    My To-dos page.
    The My To-dos page has the following tabs:
    • Open: Lists all the to-dos that are open.
    • Completed: Lists all the to-dos that have been completed.

    Selecting a to-do displays the following tabs in the To-dos summary section:

    • Details: Displays details of the selected task.
      Note:
      The information displayed on this tab varies depending on the task type.
    • Activity: Displays a chronological record of the updates made to the to-do since it was created. To add your comments to the activity stream, select Post. Click the Add attachments icon (Add attachments icon.) to add attachments, such as documents and image files, to the to-do.

    Viewing all the tasks

    The Supplier Task List page displays both the tasks assigned to you and the tasks assigned to other contacts.

    To open the Supplier Task List page, in the Supplier Collaboration Portal header, select Tasks and then select All Tasks.
    Note:
    The All Tasks option is available only to the primary supplier contact and the supplier administrator.
    Figure 2. Supplier Task List page
    Supplier Task List page.
    On the Supplier Task List page, you can do one of the following:
    • In the View drop-down list, select one of the following:
      • Open tasks: Displays the tasks that are open.
      • Closed tasks: Displays the tasks that have been closed.
    • Search for a task in the search field.

    On the Supplier Task List page, select the link to a task to view details about that task.