Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1. SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3. SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
Kindly guide with expertize Knowledge.
Appreciate, Thanks in Advance.
Regards
Fowaz