Tasks Tab
Besides adding and editing tasks on the task workspace, you can add or edit them from the Tasks tab when you are working on an answer, campaign, contact, document, incident, mailing, opportunity, organization, or survey.
These options are also available by right-clicking a task.
| Button | Description |
|---|---|
| Add New | Click to open a new task on a subtab. |
| Add Existing | Click to display the Task Search window. After finding and selecting a task, the task is added to the task list for the record. |
| Open | Click to open the selected task for editing. |
| Click to print the task. | |
| Copy | Click to copy the task. |
| Delete | Click to delete the task. |
| Remove | Click to remove the task association. The task is disassociated, but the task record remains in the knowledge base. |
Complete |
Click to mark the task complete. |
| Forward | Click to forward the task to the selected recipients. |
| Options | Click to display a drop-down list of options that include actions you can take, such as printing, previewing, forwarding, publishing, or exporting the task data. |