Onboarding Tasks

Onboarding a trading partner takes more than configuration. Someone has to confirm shipping details, supply a test ISA ID, share remit-to information, approve a go-live date, and more. Onboarding Tasks puts all of that in one list inside Orderful, so you don't have to chase it across email threads, spreadsheets, and status calls.

Each task tells you what's needed, who it's assigned to, how urgent it is, which trading partner it's for, and what it's waiting on. When Orderful needs information from you, you can answer right inside the task.

Open Onboarding Tasks

1. Sign in to your Orderful account:

2. From the left navigation menu, click on Onboarding Tasks. It's the first item in the menu.

What you can do

• See every task in one table — your team's tasks, tasks assigned to your trading partners, and tasks for your organization as a whole.
• Find what matters first — the table opens sorted by urgency, and you can search, filter, and group it. See Work with the Task Table.
• Understand status at a glance — each task shows whether it's open, blocked, overdue, submitted, or complete.
• See what's holding up what — open a task to see which tasks it's waiting on and which tasks are waiting on it. See Open and Share a Task.
• Answer requests in the task — fill in and submit a form instead of replying by email. See Answer a Task Form.
• Share a task — every task has its own link.

Who can see tasks

You see the tasks assigned to your organization, including your team's tasks and tasks assigned to your trading partners. Internal work that Orderful is doing on its own isn't shown. When a task of yours is waiting on Orderful, the task shows that it's blocked without listing Orderful's internal work.

Related

• Work with the Task Table
• Open and Share a Task
• Answer a Task Form
• Credential Vault