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 e.g. 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.

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.

Default set to No.
Related To

Select Related To option from the drop-down.

A modal window will open based on selection.

Check box to left-hand side of item to be added as association. Select {Add}. A message will appear to right of {Related To} button confirming the association.

   4.      Select {Save}. A results window will pop up to indicate the task saved successfully.