Managing Task Lists

You can create task lists for documents and tasks that you use frequently, for example, data grids, data forms, and reports. Task lists provide quick access to these items without navigating among different modules. For example, suppose you need to enter intercompany balances in data forms, review intercompany balances in reports, and translate parent entities in a data grid. Creating a task list enables you to complete your workflow without navigating among forms, grids, and report modules.

See these procedures: