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Tasks Dialog (Schedule)

 
Use this dialog to add one or more schedule tasks to a record.
 
See Responsive Dialog Formats for information about how this dialog adapts itself to varying screen sizes.
 
Tasks Dialog (Schedule)
1

DIALOG TOOLBAR

1. DIALOG TOOLBAR
Dialog Toolbar
2

SCHEDULE TASKS TREE

2. SCHEDULE TASKS TREE
This tree displays schedules and their tasks. Drag one or more tasks and drop them on the table at right. Or, check the box next to one or more tasks and then click the button to send them to the table on the right.
3

DEFAULTS SECTION

3. DEFAULTS SECTION
Use this section to configure defaults for certain data fields when the tasks are added to the record.
4

TASKS TABLE

4. TASKS TABLE
Drag tasks from the tree on the left and drop them here. Lines in this table will be added to the record when you click the Save to record or Save and close buttons at the bottom of the dialog.