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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Using Task UI

You can drill down on task items to launch the Task UI wizard and receive detailed instructions for each step in the task.

To use Task UI 

  1. Click the Tasks button on the application toolbar.

    The Tasks pane appears on the left side of the application window, and lists the task items related to the current screen. The Tasks pane remains open until you close it.

  2. In the Tasks pane, drill down on a task item to launch the Task UI wizard.

  3. Select one of the radio buttons to choose an option, and click Next.

  4. Follow the instructions in the wizard.

  5. After you complete the task, close the Tasks pane.