Understand the CSP Workbench
The Coupa Supplier Portal Workbench is designed to streamline and simplify task management for users.
Suppliers who interact with a high volume of daily work requests face confusion around deliverables, leading to missed deadlines and costly cycle times. The Coupa Supplier Portal (CSP) Workbench is designed to streamline and simplify the work management by providing a centralized view that consolidates all requests pending your action.
Setup requirements
For the CSP Workbench to appear and function correctly, specific configurations must be enabled:
- Buyers need to enable Setup > Company Information > Unified Workbench. This is a prerequisite for the CSP Workbench to be available.
- For a task to appear in the CSP Workbench, they must be configured by buyers as a Seeded Task.
- Triggers: Buyers configure these tasks to appear automatically when specific conditions are met, for example, when an order confirmation pending review.
- Priorities & Reminders: The buyer also determines the priority of these tasks and sets up any reminders you might receive
.
Using the Workbench
To access the dashboard, go to the top menu and select the Workbench button 
, as displayed on the image below.
The following table describes the different sections of the CSP Workbench:
| Number | Name | Description |
|---|---|---|
| 1 | Alerts |
A red dot appears on the Workbench icon when a task is pending your action. |
| 2 | Tasks |
A task is a request assigned to you. You can filter tasks by customer using the Select Customer dropdown. Note:
Currently, the CSP Workbench supports only tasks related to order confirmations. |
| 3 | Priority | The urgency of a task compared to others. Tasks are sorted by their priority. |
| 4 | Task Actions |
On each line, you can perform the following actions:
|
| 5 | Views |
A set of tasks grouped by a similar state:
|
| 6 | Reminders | A reminder is an alert configured by the buyer. Is delivered to you at ab specified time after task creation. |
Currently, the CSP Workbench supports only tasks related to order confirmations.
If none of your buyers have Supply Chain Collaboration, the Workbench displays the frame with no tasks.