Task Setup Tab

The Task Setup feature allows users to create, edit, and expire tasks. The Dashboard Account Details includes a drop-down list that displays the current tasks and tasks assigned to the TPID. When a task is created in the Task Setup screen, it is available as a Task in the drop-down menu on the Account Details.

 

To create a new task:

1. From the Setup screen, click the Task Setup tab.  

2. Click New to enter a task. A blank line is added to the grid.  

3. Enter the Task Name and click Save. A message displays stating the setup was saved successfully.  

4. To expire a task, click the red X in the Expire column.  A confirmation message displays. Click OK to expire the task. A date replaces the red X to indicate the task was expired.  

5. Once a task is expired, it is disabled in the Account Details Task drop-down menu and includes (Inactive) after the task name.  

6. To edit a task, place the cursor in the Task Name field and enter the desired information and click Save. 

7. Once a Task is selected from the drop-down menu in Account Details, it displays in the grid on the Work List. An inactive task displays with (Inactive) after the task name.  

 

 

 

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