Task: Difference between revisions

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To create a task against the entity viewed, select the task button and input the pertinent details, using the calendar
To create a task against the entity viewed, select the task button and input the pertinent details,  


[[File:task.png]]
[[File:task.png]]


The task created here is saved as a communication
Use the calendar picker to choose the appropriate date


[[File:calendar.png]]
[[File:calendar.png]]


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


[[File:task_list.png]]
[[File:task_list.png]]

Revision as of 16:16, 28 February 2014

To create a task against the entity viewed, select the task button and input the pertinent details,

Use the calendar picker to choose the appropriate date

The entry is saved as a communication and as a task