SLA: Tasks

1. In the main window, select Admin > Other > Service Level Agreements.
2. Select the record to manage.
3. Follow the instructions below for the applicable action.

1. Click the Tasks tab. The Add Task dialog box displays.
2. In the Task field, enter the task details.
3. To assign a user/group for the task, click the Add buttonclick the plus + sign. The Assignee dialog box displays.
a. In the Search field, type the name of the user or group to whom you want to assign the task.
b. Press Enter. A list displays containing the names of all users or groups that match the search criteria.
c. Select the applicable user or group and click SaveAdd. The window again displays the Add Task dialog box.
4. In the Status field, click the drop-down list and select New, In Progress, or Closed.
5. In the Due Date field, click to display the date/time selector.
6. Do one of the following:
- Click Now to populate the field with the current date/time.
- Click Clear to clear the selection.
- Click Done to save the selection and exit the window.
7. Do one of the following:
- Click Today to accept the date/time displayed.
- Select the applicable date and time by hovering over the hour/minute/AM or PM columns and scrolling until the desired element is shown.
- Click Clear to clear the selection.
8. Once the selections are made, click outside the date/time selector area.
9. In the Notes field, enter any applicable notes for this task.
10. When all selections/entries are made, click Add. An email notification is sent to the user that a new task as been assigned.
1. Click the Tasks tab. The Update Task dialog box displays.
2. Make the applicable changes.
3. Click Update.
1. Click the Tasks tab.
2. Click the Delete button.
3. In the Confirmation window, Type Delete and click Delete to confirm the deletion.