Aller au contenu principal

Task Manager Integration

With fulfillment integrations and event-generated tasks and projects, task manager users can automatically generate both tasks and projects to scale their fulfillment team. Each time a specific product is purchased, a project can be created or generate tasks based on events such as reviews, mentions, or listings. A Task Manager Integration will standardize your fulfillment process for a product by automating project and task creation in Task Manager.

How does the Task Manager integration work?​

When task generation settings and fulfillment integrations are toggled on, tasks and projects automatically generate within Task Manager. These settings are turned on at a product or service level within Vendor Center and generated when that product is ordered in Partner Center. A task manager integration can create projects/tasks in your Task Manager or the Reseller's Task Manager.

How to set up a Task Manager integration​

Navigate to Vendor Center > [Choose product] > Integration > Task Manager Integration > Toggle Integrate with Task Manager ON

Task Manager Integration setup

Projects​

A project is automatically created every time your product is purchased. Use this to standardize fulfillment so every sale kicks off the same workflow using a project template.

  1. Navigate to Vendor Center > [Choose product] > Integration > Task Manager Integration > Toggle Integrate with Task Manager ON
  2. Select an existing project template, or create a new one in Task Manager. This template will be used to generate a project each time the product is purchased.
  3. Select who the project is fulfilled by:
    • Vendor - Create projects in your Task Manager
    • Reseller - Create projects in the reseller's Task Manager

Event-generated tasks and projects​

Unlike project-based fulfillment, event-generated tasks and projects are triggered by external events rather than a purchase. When something happens in another product — such as a new review, a web mention, or an inaccurate listing — a task or project is automatically created so your team can respond.

  1. Navigate to Vendor Center > [Choose product] > Integration > Task Manager Integration > Toggle Integrate with Task Manager ON

  2. Create a task or a project in Task Manager for this product when an event occurs in a different product

  3. Select any of the following options for event-generated tasks and projects

    • Reviews - Create a task or project when a customer review is left for businesses
    • Mentions - Create a task or project when the business is mentioned across the web
    • Listings - Create a task or project when a listing is missing or inaccurate

  4. Select who the project is fulfilled by

    • Vendor - Create projects in your Task Manager
    • Reseller - Create projects in the reseller's Task Manager