Task Management

General

Task Management Basics

• Creating Tasks and Team Activities
• Creating New Tasks
• Linking Tasks to Documents and Records
• Using Parent Tasks
• Completing Tasks
• Adding Task Discussions
• Adding Task Attachments
• Capturing Timesheets
• Task Authorisations
• Task Approvals
• Setup Task Notifications

Task Interface Structure

• Working with the All Tasks Grid
• Working with the My Tasks Grid

Team Activities

• Team Activities Overview
• Create New Team Activity
• Using Team Activity Defaults
• Archiving Activities

Task Templates

• Task Templates Overview
• Create New Task Template
• Importing Task Templates