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Task Rollup #

The Task Rollup page neatly organizes tasks by partner, showing the total number of tasks for each partner. On this page, Channel Acount Manager have the flexibilty that he can view the tasks assigned to the specific partners per year wise.

Task Statuses #

There are 4 statuses of a task:

  1. Not Started
  2. In-Progress
  3. Completed
  4. Recommended (only for Capabilities Scorecard)

What is displaying on Task Rollup page? #

Task Rollup page highlights how many tasks are Not Started, In Progress, and Completed, giving a quick overview of each partner’s contribution.

Task Counts displaying on the Task rollup page is derived from the Task Manager page. The coulnts includes two applications – Business Action Plan and Capabilities Scorecard.

How to access Task Manager Page for Partners? #

To open the Task Manager Page for a partner follow the below steps:

Step 1: On Manage Your Accounts page click on Edit/Create button for selected Partner.

Step 2: Click on Task Manager under Planning Apps.

Below is the Task Manager Page:

The Task Rollup page displays the counts against the Partner Name that will match with the tasks displaying on the Partner Interface.

Task Rollup Status #

Channel Account Managers can view the Task Rollup Status on clicking Account Management, then on Task Roll-up Status.

Completion Score displays the average of the Complete Tasks with the Total Tasks.

View Partner Tasks #

In Channel Manager Dashboard, he can view the Partner Tasks by simply clicking on the Partner Name.

On clicking the Partner Name, a pop up will display that have all the tasks created by the Partner. Channel Account Manager can only view it, no modifications can be done here.

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