Siebel CRM Fundamentals Siebel Innovation Pack 2015 E24770-01 |
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You can launch the Task UI wizard to perform specific tasks. You can drill down on different task items and receive detailed instructions for each step in the task.
To use tasks
Do one of the following:
From the application-level menu, choose View, then Action Pane, and then Tasks.
Click the Tasks button on the application toolbar.
The Tasks pane appears on the left side of the application window. The pane lists the Tasks items related to the current screen. The Tasks pane remains open until you close it.
In the Tasks pane, drill down on an item to launch the Tasks wizard.
Select one of the radio buttons to choose an option, and click Next.
Follow the instructions as outlined in the wizard.
To close the Tasks pane
In the upper-right corner of the Tasks pane, click the Close button.
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