In order to create a new task, click thebutton. In the "New Task" window, the user should fill in all of the relevant information as described below:
There are two tabs in this window:
In this tab, the user should fill in the details of the task, according to the information fields. The "Agency" and "Department" fields, are available due to the definition of the "Public Task" fields. The task can be locked for changes by checking the Lock for Changes checkbox. The details fields are described at the bottom of this page.
The following action buttons will be available after saving the new task:
|Write Email About this Task||This button creates an Email message with all of the task details, for the person that this task is related to.|
|Linkage||Open the Hyper card of the Client / Supplier that is related to this task.|
|Delete||Cancel this task.|
Feedback / Info
This tab is used to follow up the progress and the status of the task. There are two available fields for modifications:
|Status||The current status of the task:
|Feedback / Notes||After updating the status, fill in the relevant details about the new status and the progress.|
Follow up Open Tasks
After creating a new task, it will be added to the list of tasks. The open tasks are also displayed in the Alerts List at the top of the Hyper main window.