02. Navigate to General Actions (Tasks and Comments)
NAVIGATE to General Actions (Tasks and Comments) If you have been set an General Action it will appear in a numbered orange circle in the main menu. Click on the ORANGE CIRCLE icon to view your Actions and then Click on the row to navigate to the section. Fig 01: How to navigate to your Actions …
03. Adding General Actions (Task & Comments)
ADD General Actions (Tasks and Comments) An Action is added by Clicking the ADD/TASK COMMENT button, hovering the mouse over the text and Clicking on the area where you wish to add a General Action . A modal will appear with default information, which can be changed, enabling you to choose a recipient,…
