My Open Tasks

 

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.