Task Workspace Ribbon
The buttons on the standard task workspace ribbon are used to perform actions on the workspace.
| Button | Description |
|---|---|
| Undock | Click to undock the task workspace editor from the console and display it in a separate window. |
| Save | Click to save the task and keep it open for
editing. When you save a task, the rules engine evaluates it. If task rules exist and the task matches one or more rules, the task may be modified when you save it. For example, a rule can change a task’s status or assign it to a different staff member. |
| Save and Close | Click to save the task and close it. |
| New | Click to add a task. |
| Refresh | Click to refresh the current tasks report. |
| Forward | Click to forward the task. See Forward a Record. |
| Click to print the task. See Print a Record. | |
| Copy | Click to create a copy of the task that you can modify to create another task. |
| Delete | Click to delete the task. Caution: This action cannot be undone. |
| Spell Check | Click to check the spelling of any task fields that have spell checking enabled. See Check Spelling Manually. |
| Links | Click to select a URL from the list of links added by your administrator. See Overview of Workspace and Script Elements. |
| Info | Click to display information about the open task, including the task ID, the dates the task was added, last updated, and completed, its escalation level, and any rule state it might be in. |