Create & Configure Default Task

Creating a New Default Task

The following steps are required to create a new default task entry:

1.   Select Categories from the Settings tab and select Add New Default Task.




2. Select Add New Default Task.




3. Enter Activity Type, Insurer/Client is applies to, the Due Within date and any Repeats. A short Description can also be added.
4. Click Insert to save new task.




5. You should now see the new task on the Default Tasks page with the details you entered.

Configuring an Existing Default Task

The following steps are required to edit an existing default task:

1. From the Default Tasks page, click Edit adjacent to the entry to be edited.




2. Edit the details as necessary then click Update to save changes.

 

Article ID: 7, Created On: 1/6/2011, Modified: 3/22/2011