Creating a Task

Created by Jake Baker, Modified on Fri, 21 Mar at 5:02 PM by Ashleigh Whitworth

We will now go through the creation of a General task which is asking a member of staff to Contact a person. 

The first thing you will need to do is go the task list screen and click on the create new task button:

Create New Task
Task Summary Screen
New Task Screen
Member Search Screen
Create Task Button
External E-mail