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metamagix.ICRS - Documentation (English)
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CRM and Tasks
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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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1: <h2> 2: 3: My Open Tasks 4: 5: </h2> 6: 7: In the menue ~~CRM and Tasks > Tasts > My Open Tasks~~ you can see all your tasks still in evidence. 8: 9: \\ 10: {table} 11: {image:xmyTasks.jpg|350|800|left} 12: Table of your open tasks\\ 13: {table}\\ 14: 15: <h3> 16: 17: Creating Tasks 18: \\ 19: 20: </h3> 21: 22: To create a new task click in the Flexigrid on the button: ~~New Task.~~ 23: 24: \\ 25: {table} 26: {image:Neu-myTasks.jpg|550|800|left} 27: Create a new task \\ 28: {table}\\ 29: \\ 30: 31: Additional information you can fill in in the register: ~~Notes.~~ 32: 33: \\ 34: {table} 35: {image:Neu-myTasks-1.jpg|500|800|left} \\ 36: Register: Notes \\ 37: {table}\\ 38: \\ 39: 40: Fill in the necessary information and click the ~~Save~~-button. 41: 42: (the bold fields are mandatory) 43: 44: After saving the task it will be integrated in the ICRS. 45: 46: With the button: ~~Break~~ you can stop the process and returning to the list: ~~My Open Tasks~~. 47: 48: 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. 49: 50: \\ 51: 52: *Yet you have another question leave it on this site for the metamagix-support-team.*