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, listings, or Google Q&A. A Task Manager Integration will standardize your fulfillment process for a product by automating project and task creation in Task Manager.

 

How does a 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

 

 

Projects

  1. Navigate to Vendor Center > [Choose product] > Integration > Task Manager Integration > Toggle Integrate with Task Manager ON
  2. Create a project in Task Manager each time this product is purchased by selecting an existing project template or make a new template in Task Manager. You can also go to Task Manager to view and edit project templates from here.
  3. Select who the project is fulfilled by
    1. Vendor - Create projects in your Task Manager
    2. Reseller - Create projects in the reseller's Task Manager

Event-generated tasks and projects

  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
    1. Select any of the following optinos for event-generated tasks and projects
      1. Reviews - Create a task or project when a customer review is left for businesses
      2. Mentions - Create a task or project when the business is mentioned across the web
      3. Listings - Create a task or project when a listing is missing or inaccurate
      4. Google Q&A - Create a task or project when a question is asked on Google about the business
  3. Select who the project is fulfilled by
    1. Vendor - Create projects in your Task Manager
    2. Reseller - Create projects in the reseller's Task Manager

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