Tasks Form
The task form contains the following mandatory fields:
- Title
- Status
- Priority
To link tasks or inquiries to a task, click the “Link inquiries” or “Link tasks” button and select the desired inquiries or tasks from the list.
Click the “⋮” (More actions) button in the task form to access the actions available for the selected task type.
Available Before Saving the Task
- Attach file
Available After Saving the Task
- Start inquiry – Creates and opens a new inquiry form, automatically links it to the task, and adds a button to the top task form bar. Clicking this button will reopen the linked inquiry form when needed.
- Audit trail – Displays the history of changes made to the task.
- Attach file – Allows files to be attached to the task.
- Download PDF – Downloads the task details as a PDF document.
