Manage Task
- Neha Singh
- Devina Dev (Unlicensed)
Step by Step Instruction :
Click on the Modules Icons.
Click on the Task Management .
Click on the Manage Task Menu. Action Item List screen will display.
Click on the Add From Library tab and Select the Action Items by clicking on the check box and click on the Save button.
The Action Item library is a set of predefined tasks created by Users. Users can copy the task(s) from the library for their specific location.
Changing the Approval Status of Multiple Task Action Items Using Save Button.
Change the Approval Status drop-down from Drafts to Enable.
Click on Save button.
Enabling a Task from Action Item List
1.Click on the any one Existing Action Item name.
By clicking on the “Action Item Title” link, users can open the action item record .
2. In the Complete section, under Approval Status select Enabled in the drop-down.
Only activities with an Approval Status of “Enabled” are displayed on the “Calendar”.
3. Click on Save button.
Action Item List
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Add From Library
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