Overview
In this secetion, you can see how to add the New task after sending a CSR assessment |
Table of content
Step-By-Step
Open your CSR assessment “CSR-00000285”
Scroll down to the “Action Plans" related list and click in "New Task”
1- In the “Grouping field”, write the name of the Action Plan”
2- Choose for example “Commercial Follow-Up" in the field "Type” View menus
3- Click on the "Status" field and choose "Open“
4- Click on the "Subject" field and write the title of the task
5- Click on the "Description" field and write the description of the task
6- Click on the "Root Cause" field and write the Root Cause of the task
7- Click on the "Comments" field and write some comments about the task
8- Click on the "GPS Axis"magnifier “
9- Tick box create Recurring Series of Tasks” Frequency
10- Choose the “due date” and End Date in the related field
11- Select Reminder in view menu ‘on occurrence date at time for each occurrence,
12- Click on "Save"
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