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  • List/View Tasks

    Tasks can be viewed by clicking on the Tasks field in the homepage. They are displayed in the form of a table. The Tasks are the ones assigned to the logged in user.

  • Add a Task

A user can add a Task using the plus sign at the bottom right of the screen.

The selection fields will display a pop-up from which the user can select the needed option ex. Assign to User.

 For the lookup fields, the system will allow the user to search for the needed information ex. Cases.

The overall Add form of a Task has the following fields to be filled.

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