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This tab is only visible to users who have an officer record linked in their User Summary. |
The Tasks tab in the Application Summary lists all Tasks that have been linked to the application using the Regarding field. For each task, the following details are shown:
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You cannot add new tasks from this page. Instead, will need to go to your Task List and add a new task with the relevant application in the Regarding field.
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Edit – This will open a window where you can Edit the Task.
Duplicate – This will create a copy of the selected task.
Log Email – This will open a New Email window where you can log a new email activity related to the task.
Log Call – This will open a New Call window where you can log a new call activity related to the task.
Delete – You will be prompted to confirm before the task is deleted.