Tasks
Use Tasks to view and manage your assigned tasks and pipeline activities and approve and follow-up on items that need your attention.
To perform these transactions, you must have access to Tasks as defined in the User Access Rights submodule under Settings.
- Related Topics:
- To-do
Use the To-do module to view the tasks that are assigned to you and view and manage your pipeline activity list. You can display your assigned tasks as a simple list or in a weekly or yearly calendar view. The module contains the Tasks, Calendar View, Year Calendar View, and Pipeline Activity List submodules. - Approval
Use the Approval module to approve and reject entries, records, and tasks. It contains the following submodules: - Follow-up
Use the Follow-up module to view the items that you need to follow-up on. It contains the following submodules:
Parent Topic: WorkBook Online Help