Viewing supplier contact tasks from the Supplier Collaboration Portal

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Viewing supplier contact tasks from the Supplier Collaboration Portal

    This feature enables supplier contacts to efficiently view and manage tasks assigned to them through the Supplier Collaboration Portal. Tasks support multiple types such as marking complete, viewing links, playing videos, providing e-signatures, submitting catalog items, taking surveys, completing checklists, and uploading documents.

    Show full answer Show less

    Viewing Your Tasks

    Supplier contacts can access their assigned tasks on the My To-dos page by selecting either My Tasks or Tasks > My Tasks from the portal header, or via the My active items widget. Tasks are organized into Open and Completed tabs. Selecting a task displays detailed information and an activity stream where users can add comments and attachments.

    Viewing All Tasks

    Primary contacts and supplier administrators have access to the Supplier Task List page, which shows tasks assigned to all contacts. Users can filter tasks by open or closed status and search for specific tasks. Clicking on a task allows viewing detailed information.

    Approving or Rejecting Tasks

    Supplier contacts can review tasks assigned to them and approve or reject them directly within the portal, streamlining task management and collaboration.

    Practical Benefits for ServiceNow Customers

    • Centralized task management for supplier contacts enhances transparency and accountability.
    • Multiple task types allow suppliers to complete varied requirements within the portal.
    • Activity streams and attachments improve communication and documentation for each task.
    • Role-based access ensures the right users see relevant tasks, supporting governance.

    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.