Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• Task Flow
• Starting the Software
• Understanding the Client Workspace
  • Frame Functionality
  • Menu Commands and the Toolbar
    • File Menu
    • View Menu
    • Charts Menu
    • Tasks Menu
    • Tools Menu
    • Help Menu
  • Tabs
    • Users Tab
    • Tasks Tab
  • Task Panes
    • User
    • Task
    • Task Detail

2 Task Manager Administration Setup

• Role Administration
• New User Administration

3 Creating Tasks

• Creating a Task from an Output Tab
• Creating a Task from an AutoSuggest Tab
  • Double-Click Edit Data
  • Double-Click Toggle Selection
  • Jump to Source
  • Copy Cell
  • Creating a Task from Checked Rows
• Creating a Task in Task Manager

4 Managing and Processing Tasks

• Managing Tasks
  • Viewing Tasks
  • Changing Task Status
  • Reviewing Task Attachments
  • Charting Tasks
    • Charting by Trend
• Knowledge Studio Processing

A Installing the Client Software