Creating a custom task with an assessment task definition on an action plan template
Key Takeaway
For a custom task, create an assessment task definition with the Other task type, and associate an assessment indicator definition with it before you add it to an action plan template.
An assessment task definition is a reusable record that describes one kind of in-store activity a field rep does, such as an inventory check or a custom asset check. You add assessment task definitions to an action plan template so a whole set of tasks attaches to a visit at once, instead of adding tasks one by one. When an activity doesn't fit the standard task types, the Other task type lets you build a custom task.
Assessment task definitions and assessment tasks
Each retail activity a sales manager defines is a record in the Assessment Task Definition object. The record holds the task's name, description, category, and type.
A definition is a reusable pattern, not the work itself. The activity a rep actually performs in the store is stored in the Assessment Task object, which adds context such as status and visit.
A sales manager creates a definition called "Shelf stock count." During a visit to Riverside Market, a rep gets the task "Count of 500 ml sparkling water bottles on the front shelf." The task has its own status and belongs to that visit. The definition stays a pattern that other tasks can follow.