Viewing supplier contact tasks from the Supplier Collaboration Portal

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Viewing Supplier Contact Tasks from the Supplier Collaboration Portal

    This guide covers how to view and manage tasks assigned to you and other supplier contacts through the Supplier Collaboration Portal. Users can interact with various task types, including marking them complete, signing documents, and submitting items.

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    Key Features

    • My To-dos Page: Access all tasks assigned to you. Navigate via the Supplier Collaboration Portal header by selecting My Tasks or Tasks.
    • Tabs on My To-dos Page:
      • Open: Displays all open tasks.
      • Completed: Shows tasks that have been completed.
    • Task Summary: Selecting a task provides details, activity history, and options to add comments or attachments.
    • Supplier Task List Page: View tasks assigned to you and others by selecting All Tasks in the header (available to primary contacts and administrators).
    • Task Filtering: Use the View drop-down to filter open or closed tasks and search for specific tasks in the search field.
    • Task Approval: Review, approve, or reject tasks assigned to you directly from the portal.

    Key Outcomes

    By utilizing the Supplier Collaboration Portal, you can efficiently manage your tasks, keep track of updates, and collaborate effectively with other contacts. This process streamlines communication and ensures timely completion of tasks, enhancing overall productivity within supplier interactions.

    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.