PROCUREMENT > TASKS
Bringing Collaboration to Procurement To-Do’s.
Say goodbye to tasks that are scattered, overdue, unclear, or have slipped through the cracks.
Instead, centralize and standardize your task workflow with internally and externally assignable tasks that allow you to track to-do’s, share & collect documents, have conversations, and more – all within Euna Procurement.
Standardize Workflows
Create scalable and repeatable processes that ensure that key tasks are completed on time, every time, from anywhere.
Increase Transparency
Gain access to rich task history, including key bottlenecks and resourcing gaps, for better team allocation and reporting.
Boost Collaboration
Key feedback, comments and documents from stakeholders can be easily provided, directly in the system.
How It WOrks
Creating and Managing Procurement Tasks Has Never Been Easier.
Whether you are creating internal checklists for your projects or you are assigning tasks for your suppliers, Tasks makes the process easier for everyone involved.
Centralize Task Management
for Everyone Involved
The task dashboard makes it clear who is
responsible for which tasks and when they are due.
- Reminder emails are automatically sent to
assigned users - Sort, filter, and export tasks quickly and easily
- Task status updates keep everyone informed
Create Tasks With Ease
Whether you choose to create tasks individually or
as a templated group of tasks, we make it very
easy to rapidly create and assign tasks.
- Use pre-determined or dynamic due dates
- Upload any relevant documents for seamless
collaboration - Enable a drop box to make collecting
documents in the task easier
Collaborate On Each Individual
Task As Needed
Whether you need to ask clarifying questions or
share relevant documents, each task was designed
to make collaboration seamless.
- Make uploading documents a requirement if
necessary - Integrated messaging allows for centralized
communication - Detailed audit logs promote transparency and
increase compliance - Tasks completed by suppliers are flagged for
review before allowing it to be completed
Use Tasks To...
There are numerous ways you can use tasks to improve common procurement practices. Here are just a few of the ways you can leverage tasks internally and externally.
Collect forms from suppliers during the onboarding process
Create an RFP checklist for internal staff to follow
Schedule renewal tasks for suppliers as the contract expires
Distribute onboarding documentation to new suppliers
Never Let a To-Do Item Slip Through the Cracks
To prevent project delays and ensure compliance,
it is critical that tasks are completed on time.
Paper checklists and sticky notes simply can’t help
you streamline your workflows in a way that digital
tools can.
- Automated reminder emails and status updates
ensure no task slips through the cracks - Dashboard alerts illuminate tasks that are
overdue so they can act swiftly to resolve them
Standardize Your Processes Without the Administrative Headache
Need a specific checklist for basic price-only bids
and a completely different one for complex RFPs?
Euna Tasks allows you to create standardized
groups of tasks that can be reused, avoiding
redundant data entry.
- Add tasks to sourcing templates to avoid
recreating them each time - Leverage the copy-from feature to quickly add
tasks to your project.
Identify Resourcing Gaps and Redistribute Workloads
Get proactive in your tasks management with the
ability to track workloads across various users.
Tasks can easily be shifted to various users at any
point in time.
- Sort and filter tasks to quickly assess who
needs help and who has margin. - Quickly bulk-reassign tasks to internal staff
that have more bandwidth.
Join Thousands of Public Procurement Teams and Take Control of Your Procurement Processes
"*" indicates required fields