Tasks are a way to set To Do's for yourself or for other active user's in the system. Tasks can be generic or they can be assigned to orders, quote, items, customers, etc. Any task assigned to an object will show on that object's page i.e. a task assigned to a customer will display on the customer's view page. To make sure all tasks are not lost/forgotten throughout the system, all of a user's incomplete tasks will show on their dashboard.
Creating a New Task
Step Action
1. Select {Settings} and then select {Tasks} under Communications.
2. Select {New}. A New Task modal window will open.
3. Complete the fields.
Field | Description |
Task Entry Field | Enter task details. |
Due Date | Select Due Date using calendar. |
Assigned To | Default set based on user. Tasks can also be assigned to another user using the Assigned To drop-down. Note: When one user assigns a task to the another user, the individual who assigned the task will be notified when it has been completed with an alert. |
Complete | Default set to No. |
Related To | Select Related To option from the drop-down. |