Tasks
Use the Tasks module to view and manage your assigned tasks and pipeline activities and approve and follow up on items that need your attention. The Tasks module provides the To-Do, Approval, and Follow-Up submodules.
To use this the Tasks module, you must have access to Tasks as defined in User Access Rights under Settings.
- Related Topics:
- To-Do
Use the To-Do submodule under the Tasks module to view the tasks that are assigned to you, view the Scrum Board, view and manage your calendar, and view and manage your pipeline activity list. - Approval
Use the Approval submodule under the Tasks module to approve and reject entries, records, and tasks. It provides the following: - Follow-up
Use the Follow-Up submodule in the Tasks module to view the items that you need to follow-up on. It provides the following:
Parent Topic: WorkBook Online Help