Astemo Sellside | Project Management | Tab 1

If you've been invited to a project and want to know how to handle your tasks, follow these steps.

Assemble Your Project Team

• When the customer starts a project, you will receive an email notification if you're the assigned Main Key Account
• Click the link in the email to log in to SupplyOn
• Check the project list to see which template your customer has used
• Add yourself as a team member and include other colleagues with the necessary SupplyOn access and roles
• All details for the Key Account are in the video Astemo | Project Management | Key Account

Review the Project Plan

• Review the project plan created and activated by your customer.
• Manage tasks and view details by clicking through the project phases.
• Tasks will be assigned to either you or the customer.

Manage Deadlines and Attachments

• Confirm deadlines set by the customer promptly
• Fill in all required fields marked with an star (*), as these are mandatory
• Some fields may require an attachment, Upload any necessary attachments, indicated by [A]
• Both you and your customer can add attachments as needed

Track Project History

• Monitor the project’s history to stay updated
• It's possible to download the project details at any time as a PDF or XLS document

Manage Attachments

• In the Attachement section you can view and download attachments
• Once tasks are completed, the customer will review your work and close the project.