Tasks
You can view your assigned tasks and add new ones.
Viewing/Editing Tasks
To view tasks:
- Click on and select Tasks.
Your assigned tasks are displayed.
Tasks are color-coded depending on their status.
- Click on the desired record to switch to its details.
- Click on (Task) to edit the data.
Adding Tasks
You can add tasks either in the task list or from an account.
To add a task:
- You can switch to
- the task list and click on (Task (new)) or
- the desired account, click on Actions and select Task (new).
- The input mask is displayed.
- Enter the data.
- Save.