User Guide › Task
Overview
The Task area provides a central view of task records used to track work requiring attention across business operations. Tasks can be reviewed from the task list and opened as individual records for updating.
Sales representatives, purchasing officers, warehouse managers, project managers, and finance officers can use tasks to follow operational work through to completion. Task records may be associated with Tickets, helping users manage outstanding activity alongside related service or operational issues.
Tasks can be saved while still in progress, saved and closed when no further editing is required, or marked as complete when the work has been finished.
What you can do here
- Use Select to choose task records from the list.
- Use the Search box to find tasks.
- Use Previous Page, Page 1, and Next Page to move through pages of task records.
- Select Tickets to access tickets related to task activity.
- Select Save to save changes to a task record.
- Select Save and Close to save changes and close the task record.
- Select Consider As Complete to mark a task as complete.
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