Choose Task from the sliding menu in order to List/View all the available Tasks in the form of a scrollable list. By default, the Tasks grid shows My Tasks which are the Tasks assigned to the logged in user.
The list/view is as depicted in the screen shot. Every Task has the initial of the Assignee (in our case its the logged in user), Task ID, Task Type, Priority, Task Description, Due Date and Status.
Add a Task
Task Add form opens as shown below.
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.
Edit a Task
Search for a Task
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