Task - Revision history

Crmtogether at 23:17, 31 August 2020

2020-08-31T23:17:52Z

← Older revision		Revision as of 00:17, 1 September 2020
Line 1:		Line 1:
	To create a task against the entity viewed, select the plus icon		To create a task/appointmentent against the entity viewed, select the plus icon

	[[File:funcDropdownIcon.png]]		[[File:funcDropdownIcon.png]]

	and then select Task.		and then select Task/Appointment.

	[[File:~~TaskNew2a~~.~~png~~]]		[[File:add_task.jpg]]

	After that input the pertinent details,		After that input the pertinent details,

	[[File:~~Task1b~~.~~png~~]]		[[File:Create_save_task.jpg]]

	Use the calendar picker to choose the appropriate date		Use the calendar picker to choose the appropriate date and tap the tick on the top right to save

	The entry is saved as a communication and as a task		The entry is saved as a communication and as a task

	[[File:~~TaskList1b~~.~~png~~]]		[[File:List_of_tasks.jpg]]

			[[File:Task_saved_in_comms.jpg]]

2018-05-10T16:19:38Z

← Older revision		Revision as of 17:19, 10 May 2018
Line 16:		Line 16:

	[[File:TaskList1b.png]]		[[File:TaskList1b.png]]


			----

			To update the content in the list items edit the

			CommunicationOfficeIntSmall

			screen in CRM.

			Some fields like subject and Company/Person/Case/Oppo are hard coded to appear.

2017-11-08T14:26:49Z

← Older revision		Revision as of 15:26, 8 November 2017
Line 1:		Line 1:
	To create a task against the entity viewed, select ~~the click on~~ the plus icon		To create a task against the entity viewed, select the plus icon

	[[File:funcDropdownIcon.png]]		[[File:funcDropdownIcon.png]]

2017-11-08T14:25:14Z

← Older revision		Revision as of 15:25, 8 November 2017
Line 9:		Line 9:
	After that input the pertinent details,		After that input the pertinent details,

	[[File:~~Task1a~~.png]]		[[File:Task1b.png]]

	Use the calendar picker to choose the appropriate date		Use the calendar picker to choose the appropriate date
Line 15:		Line 15:
	The entry is saved as a communication and as a task		The entry is saved as a communication and as a task

	[[File:~~TaskList1a~~.png]]		[[File:TaskList1b.png]]

2017-11-08T14:21:16Z

← Older revision		Revision as of 15:21, 8 November 2017
Line 5:		Line 5:
	and then select Task.		and then select Task.

	[[File:~~TaskNew1~~.png]]		[[File:TaskNew2a.png]]

	After that input the pertinent details,		After that input the pertinent details,

2017-11-08T14:21:06Z

← Older revision		Revision as of 15:21, 8 November 2017
Line 1:		Line 1:
	To create a task against the entity viewed, select the plus ~~button~~ and then select Task.		To create a task against the entity viewed, select the click on the plus icon

			[[File:funcDropdownIcon.png]]

			and then select Task.

	[[File:TaskNew1.png]]		[[File:TaskNew1.png]]

2017-10-12T12:49:18Z

← Older revision		Revision as of 13:49, 12 October 2017
Line 1:		Line 1:
	To create a task against the entity viewed, select the plus button and then select Task.		To create a task against the entity viewed, select the plus button and then select Task.

	[[File:~~TaskNew~~.png]]		[[File:TaskNew1.png]]

	After that input the pertinent details,		After that input the pertinent details,

	[[File:~~Task1~~.png]]		[[File:Task1a.png]]

	Use the calendar picker to choose the appropriate date		Use the calendar picker to choose the appropriate date
Line 11:		Line 11:
	The entry is saved as a communication and as a task		The entry is saved as a communication and as a task

	[[File:~~TaskList~~.png]]		[[File:TaskList1a.png]]

2017-03-16T14:46:03Z

← Older revision		Revision as of 15:46, 16 March 2017
Line 1:		Line 1:
	To create a task against the entity viewed, select the ~~task~~ button and ~~input the pertinent details,~~		To create a task against the entity viewed, select the plus button and then select Task.

	[[File:TaskNew.png]]		[[File:TaskNew.png]]

			After that input the pertinent details,

	[[File:Task1.png]]		[[File:Task1.png]]

2017-03-16T14:44:51Z

← Older revision		Revision as of 15:44, 16 March 2017
Line 1:		Line 1:
	To create a task against the entity viewed, select the task button and input the pertinent details,		To create a task against the entity viewed, select the task button and input the pertinent details,

			[[File:TaskNew.png]]

	[[File:Task1.png]]		[[File:Task1.png]]

2017-03-16T14:32:52Z

← Older revision		Revision as of 15:32, 16 March 2017
Line 1:		Line 1:
	To create a task against the entity viewed, select the task button and input the pertinent details,		To create a task against the entity viewed, select the task button and input the pertinent details,

	[[File:~~task~~.png]]		[[File:Task1.png]]

	Use the calendar picker to choose the appropriate date		Use the calendar picker to choose the appropriate date
Line 7:		Line 7:
	The entry is saved as a communication and as a task		The entry is saved as a communication and as a task

	[[File:~~task_list~~.png]]		[[File:TaskList.png]]