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Showing articles from Actions tag

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,…

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