SAP CRM Visit Plan activity Assignment

Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1.  SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3.  SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
Kindly guide with expertize Knowledge.
Appreciate, Thanks in Advance.
Regards
Fowaz

Hi DJ,
I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
1) What is the standard transaction type for visit plans in SAP CRM?
2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
Kind Regards
Atul

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    Hi Experts,
    My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
    1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
    For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
    The following settings were done:
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    2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
    3.  SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
    Kindly guide with expertize Knowledge.
    Appreciate, Thanks in Advance.
    Regards
    Fowaz

    Hi DJ,
    I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
    1) What is the standard transaction type for visit plans in SAP CRM?
    2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
    3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
    Kind Regards
    Atul

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