How to create a task with the Material Receipt information in the Receiving App?

Updated on November 16, 2020 11:52PM by Admin

The Receiving App of Apptivo enables you to create tasks with the information available on the overview page of a material receipt. By this, you can map the values present in the fields of the material receipt with the fields present in the tasks.

Note: This feature is available in the Ultimate and Enterprise plans of Apptivo.

Steps to map the attributes of Material Receipts with Tasks

  • Log into your Apptivo account and navigate to the Receiving App. In the Receiving App, select Settings.
Receiving App

  • In the Settings page, go to Collaboration. Here, scroll down to Tasks.

  • Here, enable Map and set your own pre-defined values while creating Tasks toggle. Now, select Mapping.
Enabled Toggle

  • You will be redirected to Receiving → Tasks Mapping Fields. Here, map the required fields. Here, the Transaction # and Memo fields of Receiving App are mapped with the Name and description fields of the tasks.
Mapping Page

  • Save the changes.
Mapping Complete

  • Now, go to the overview page of a material receipt.

  • Switch to the Tasks tab and select Create.
  • The fields in the Create Task window will have the values as per the configuration. For instance, the Transaction # is added as the name of the task according to the mapping done.
Create Task