Allgemeine Aktionen:
[All my Tasks
All My Tasks
Zuletzt geändert von Administrator am 2013/12/12 10:44
All my Tasks
In the menue CRM and Tasks > Tasks > All my Tasks you see all applyied tasks in the system without any distinctions.
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| Table: All my Tasks |
To open a concrete Task click on the checkmark on the beginning of the desired line:
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| Here you can edit an existing Task |
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| Register: Documents |
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| Register: Notes |
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| Register: System infos |
Fill in the necessary information and click the Save-button. (the bold fields are mandatory) After saving the task it will be integrated in the ICRS. With the button: Break you can stop the process and returning to the list: My Tasks. With the button: Exporting Excel you can start the export of the task-list. Choose in the dialog what you prefer: just looking at the generated table or save it, in this case you will be asked for the path to the target folder.
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