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Tasks created in the Task Management component also permits users to add reminders and alerts. Reminders are triggered prior to a task’s due date and alerts are triggered after a task’s due date if the task has not been closed.

Step-by-step guide

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Creating a Calendar Action Item

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  1. Click on the "Modules" Icon.

  2. Click on the "Calendar" Menu Item.

  3. Select "Create Action Item".






  4. Fill all the required fields and Click on "Save" button.

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  1. Task Management Action Item

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    1. Click on the "Modules" Icon,

    2. Click on the "Task Management" Menu Item.

    3. Select "Create Task".  
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    4. Fill all the required fields and Click on "Save" button.                   

                    

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