2682200 - How To: Add a Task to a Visit

You want to add a Task to a Visit but when clicking the Add button, you cannot add a task; the Add Dialog is blank.

SAP Cloud for Customer

1. Go to the Visits workcenter.
2. Open any Visit.
3. Go to the Tasks tab.
4. Click the Add button.

Result: the Add dialog is blank and you are unable to add a Task.

If the Activity Planner Routing Rules are set up correctly, the Add button will show available Tasks.

The option to create a new Task is available by selecting the More button.

To add a Task, please use the More button and then click New.

1. Follow the steps 1-3 as above.
2. Click More > New.

visit, task, add , KBA , LOD-CRM-ACT-VST , Visit Planning , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions