If you are planning to get started with Task Management, you need to spend some time setting it up properly in Quant before the actual launch. This manual describes a brief overview of how to proceed with the implementation of Task Management.

Task settings are used to define the basic properties that tasks should have for different groups of users.

Task Types is the area within which it is possible to report tasks. For each task type, you can set who has the authority to report the issue, who the default responsible person should be, or what context the tasks will cover.

The advantage of the integrated Task Management in Quant is the ability to relate a specific task to a specific context. The person reporting the task can report it to a specific planogram, product, floor plan or fixture, for example, and the assignees can immediately see what the task specifically relates to.

In Quant desktop it is possible to define task custom fields. Each task type can have its own custom fields, which are then displayed when creating a task on web or desktop.

Task states are used to determine the stage of a particular task. They help the user to easily navigate between the phases of the solving of tasks.

Task prioritization is used to determine the level of importance of a particular task. Prioritization helps the user to navigate tasks more easily and understand the importance of each task at any given time.

Task Filters enables you to sort individual tasks into groups and view them for different user groups on the web or in the Quant desktop app.

Task Notification informs you of a new task and update in Task Management.

The task form or the task overview tables can be easily adapted to your requirements. You can add different columns to the table or remove some. Fields in the task form can also be added or hidden or set to be editable, for example. In addition, you can set different designs for different user groups.