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metamagix.ICRS - Documentation (English)
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CRM and Tasks
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Tasks
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All My Tasks
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All My Tasks
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am 2014/06/04 10:32
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<h2> All my Tasks \\ </h2> In the menue ~~CRM and Tasks > Tasks > All my Tasks~~ you see all applyied tasks in the system without any distinctions. \\ {table} {image:xmytasks-2.jpg|350|800|left} Table: All my tasks \\ {table} \\ To open a concrete Task click on the checkmark on the beginning of the desired line: \\ {table} {image:xyNeu-myTasks-2.jpg|600|800|left} Here you can edit an existing task\\ {table}\\ {table} {image:xNeu-myTasks-3.jpg|600|800|left} Register: Documents\\ {table} {table} {image:xNeu-myTasks-4.jpg|650|800|left} Register: Notes\\ {table}\\ {table} {image:xNeu-myTasks-5.jpg|300|800|left} Register: System infos\\ {table} \\ 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. \\ \\ \\ *Yet you have another question leave it on this site for the metamagix-support-team.*