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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 Organisation Summary lists all Tasks that have been linked to the organisation 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 organisation in the Regarding field.
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The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
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Type – Here you can restrict the list to only tasks Assigned To Me, Created By Me, or both.
Description search
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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.