Referenced Forms and Tasks

When you create a task or an event from another task or event, you see the referenced item in both associated tasks or events, letting you see which events and tasks are associated. When you create a new event, you can select the Associate Task check box.

When you select Associate task, the Task Button is shown. In this example it is in the Section Header. The Details panel also updates and shows the following:

• The Task button text field shows up so you can modify the name of the button.

• The Type lets you choose from Single-Use or Multi-use.

• The Template to open upon button selection drop-down list requires you to select a Task Template.

• The Associated categories drop-down list requires a selection.

  

Select Save after any changes are made.