GREATER MSP Salesforce Community Portal Guide August 19, 2014
<br /> CREATING NEW TASKS
<br /> A task is an activity that functions as a "to do". You can specify a due date for a task or there
<br /> may not be a particular time or date that the tasks or activities need to be completed. Examples
<br /> of tasks are a list of phone calls you need to make or an email that needs to be sent.
<br /> To add a new task, on the HOME page click on the NEW button
<br /> ....e-..- _ . 1 . _.Greater h1SP > .,,,w - <..
<br /> • C t;http'. greater in rce corn a rater IMSP,h c•ra./outYC lcp }
<br /> 3REATER SP- .
<br /> ,w.0,ra_t hi,,.ate,„,,,,,. 1,-.,t14yn,3at•nn,
<br /> ,._.r.._..,.._.I ........,W. CMIIIIIIIIINIIIICSD
<br /> ' Una len..hout.
<br /> e attar Accounts f-erNicb IS SP Projects Reports Dashboards O{,pMWnldn 1 Ideas
<br /> �/esiagesandheens' {`l+,• Calendar
<br /> l*lDU mbentUSP CR7 ,
<br /> Today 7787014 Juh)Ofd
<br /> TH rten itludul!d mantenanc. - - S., ,, o<,a _.
<br /> for Out Instance t349us129 `mu na.e no e.ents sCne04ed for be nel 7 data �, ,`- ft 0
<br /> 201atom900nm to 910pm
<br /> Sale 313tce corn ma,to 9. ` 1 '
<br /> Internment.una00$O,e or Sin. t • r I �3
<br /> durn0 dr,s penOi 1r It a. _ ..
<br /> mdl 'r'+'- S rr 1.= •■ 7 7 at
<br /> ....)
<br /> mchtngnf Fo ndaoo-tn4130.7 (_„
<br /> FunCs
<br /> CREaTER we My Teeke e,a.e
<br /> ligg y iitf W` ,ot7 3.en:opt,tan,a_nea„e3f3,insrot .
<br /> For ' New Task
<br /> Subject Tat.EMI S.,e s.../Lew 7..1. cne.r<sr•e.no r.•M,
<br /> select
<br /> Task Inlo.mmtvo 1•��”" '�"
<br /> from the ----.. .. <e I CS,,,-70o7 ,L. ..,•• I,nPeog,LI •
<br /> menu , I a.,... :, • Q.
<br /> t r..awn [raiz,• .tent . •ppenont, 4,
<br /> For Priority select
<br /> °>en^.Errw DeacoNroo Infamauon - .
<br /> from this menu:
<br /> L'a Pec∎e;
<br /> g•t_ High,
<br /> Normal
<br /> OR , , tow
<br /> enter0 —._—._.. ....Q....R........... ...._
<br /> your . ___.._ Pertinence
<br /> Nernn den ♦crease Re0.tn,np Sa',es cf Ta••i
<br /> own n , . rrr.t,,r t .be• •E.e,nee'G3
<br /> subject. :weer,, t,.r. 11,.
<br /> L1,1111
<br /> 11'1,t,,. 18.,1U'4 tLt.:t.':
<br /> 5 ,P n, I :a:L'i'e"-a•LP:dait ,
<br /> Wage
<br />
|