Manage the Workbench
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.
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. |
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