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metamagix.ICRS - Documentation (English)
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CRM and Tasks
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My Open Tasks
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My Open Tasks
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am 2014/06/04 10:22
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<h2> My Open Tasks </h2> In the menue ~~CRM and Tasks > Tasts > My Open Tasks~~ you can see all your tasks still in evidence. \\ {table} {image:xmyTasks.jpg|350|800|left} Table of your open tasks\\ {table}\\ <h3> Creating Tasks \\ </h3> To create a new task click in the Flexigrid on the button: ~~New Task.~~ \\ {table} {image:Neu-myTasks.jpg|550|800|left} Create a new task \\ {table}\\ \\ Additional information you can fill in in the register: ~~Notes.~~ \\ {table} {image:Neu-myTasks-1.jpg|500|800|left} \\ Register: Notes \\ {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 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.*