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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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1: <h2> 2: 3: All my Tasks 4: \\ 5: 6: </h2> 7: 8: In the menue ~~CRM and Tasks > Tasks > All my Tasks~~ you see all applyied tasks in the system without any distinctions. 9: 10: \\ 11: {table} 12: {image:xmytasks-2.jpg|350|800|left} 13: Table: All my tasks \\ 14: {table} 15: 16: \\ 17: To open a concrete Task click on the checkmark on the beginning of the desired line: 18: \\ 19: {table} 20: {image:xyNeu-myTasks-2.jpg|600|800|left} 21: Here you can edit an existing task\\ 22: {table}\\ 23: {table} 24: {image:xNeu-myTasks-3.jpg|600|800|left} 25: Register: Documents\\ 26: {table} 27: {table} 28: {image:xNeu-myTasks-4.jpg|650|800|left} 29: Register: Notes\\ 30: {table}\\ 31: {table} 32: {image:xNeu-myTasks-5.jpg|300|800|left} 33: Register: System infos\\ 34: {table} 35: \\ 36: 37: Fill in the necessary information and click the ~~Save~~-button. 38: (the bold fields are mandatory) 39: 40: After saving the task it will be integrated in the ICRS. 41: 42: With the button: ~~Break~~ you can stop the process and returning to the list: ~~My Tasks~~. 43: 44: With the button: ~~Exporting Excel~~ you can start the export of 45: the task-list. Choose in the dialog what you prefer: just looking at the 46: generated table or save it, in this case you will be asked for the path 47: to the target folder. 48: \\ 49: \\ 50: \\ 51: 52: *Yet you have another question leave it on this site for the metamagix-support-team.*