Tasks can be located from the Tasks Dashboard Widget by clicking any of the links displayed to view the details. There is the option to view either Incoming or Outgoing tasks.
The Task Registers can be found by clicking Tasks and then selecting the required register (Inbox, Drafts, Sent Items).
The Tasks Inbox displays a list of all tasks assigned to you.
Double click to open a Task.
Record your actions in the Action Notes field. Update the Percentage completed and Status.
Any files linked to a task can be opened by clicking on them within the Task Details window.
The Drafts register displays tasks that have been created and saved but not sent.
To send a task from the Drafts register, open the task, edit if required then click Send.
The Sent Items register of Tasks displays all tasks that you have assigned to other users.
Delete a task by selecting the task, then Delete, enter a reason for the deletion.
Cancel a task(s) by selecting the task(s), from More select Cancel . At the warning message confirming the cancelling of the task(s) choose Yes. Enter a reason for the cancellation, if you have more than one task to cancel you can select to “apply same reason to selected tasks”.
Use the Duplicate button to create a new task based on the selected task.
A Register of the currently displayed Incoming or Outgoing Tasks can be printed using the Print button.
The Tasks register (Inbox, Drafts and Sent Items) can be exported to MS Excel using the Export button, selecting Excel and choosing between All Items and Selected Items. The export process will export all or selected records for the currently applied filter with the same columns as currently displayed in the register.
Additional Information
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