Allgemeine Aktionen:
[My Open Tasks
My Open Tasks
Zuletzt geändert von Administrator am 2013/12/12 10:44
My Open Tasks In the menue CRM and Tasks > Tasts > My Open Tasks you can see all your tasks still in evidence.
 |
|---|
| Table of your open tasks |
Creating Tasks
To create a new task click in the Flexigrid on the button: New Task.
 |
|---|
| Create a new Task |
Additional information you can fill in in the register: Notes.
 |
|---|
| Register: Notes |
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 Open 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.
Yet you have another Question leave it on this Site for the metamagix-Support-Team.