Deal Site Task Template

Feature Description

Deal Site Task Template allows organisations to store specific site task templates against licence agreements, catering to unique requirements based on the type of deal being sold. While default site tasks manage general requirements, this feature enables the assignment of tailored tasks for particular licences, ensuring that all necessary actions are completed for each deal. By customising site tasks according to licence agreements, businesses can improve operational accuracy, reduce risk, and ensure compliance with contractual obligations.

🔷 Important

This feature functionality is only available in version 27.2 or later of EliteParks. View which version you are on in the Extension Management view within Business Central.

Feature Video

Feature Screenshots

Business Uses

• Customised Task Assignment - Assigning specific tasks based on licence agreements ensures that all deal requirements are met, reducing the risk of oversight.

• Improved Compliance - Tailored site tasks help organisations adhere to contractual and regulatory obligations, supporting audit readiness.

• Efficient Deal Management - Streamlining task assignment and tracking saves time for staff and improves the overall deal process.

System/User Requirements