Fulfillment & Tracking
Setting up Reward fulfillment in SmartTask
Whenever a reward is redeemed:
A task is automatically created for fulfillment
A designated team member is assigned to process the request
Points are deducted when the reward is marked as “Fulfilled”
The system also maintains a Fulfillment History, where users can track:
Rewards redeemed
Points used
Approval status
Request timeline
This ensures transparency and smooth execution.
How to Set Up Fulfillment Configuration
To enable reward fulfillment flow, follow these steps:
Create a Project Create a dedicated project (e.g., “Reward Fulfillment”) where all reward requests will be managed.
Assign a Responsible Person Choose a team member who will handle reward processing (approvals, coordination, delivery).
Configure Fulfillment Settings
Select the project where tasks will be created
Set the default assignee
Define the status (e.g., “Fulfilled”) at which points will be deducted
Pressing Select this option for me would automatically create Custom Field if needed and set the relevant Fulfillment value in the project selected
Once this is set up, every reward redemption will automatically create a task for tracking and execution.
Fulfillment Settings must be configured for reward fulfillment workflow. Without this setup, rewards cannot be redeemed
Example of Fulfillment History
Last updated