Adding / Editing Tasks
Overview
Explains what the feature is or what its benefits are to the user or customer.
Whether you edit or add a task, a separate dialog box opens.
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Name the task.
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Choose a center to which the Task applies using the drop-down menu. The default is All Centers, but you may select a specific center.
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Use the Form Builder to construct the request form. Select data fields from the drop- down menu and then click the green symbol to add the fields to the form. The Notes data field is one of the more frequently used fields when editing tasks.
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The fields appear in the Form Builder. Click to toggle the Required/Not Required option for the data fields. Click the red to remove fields from the form.
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A form preview will appear to the right of the Form Builder.
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When you are done, click OK to save changes. Click Cancel to exit without saving changes.
Figure: Adding / Editing Tasks
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