EcmTasks

Use the EcmTasks page to create a ecmtask for youself or for other users.

When you create a ecmtask, you must enter required information such as the subject, priority, status, and the team that is allowed to view the meeting information.

• To indicate the item record to which the ecmtask is related select the item, such as an Account or Opportunity, from the drop-down list and enter the record name in the adjoining field. To select the record from the Item list, click Select.
• By default, the ecmtask is assigned to you. To assign it to a different user, click Select and choose the user from the Users List.
• To save the ecmtask information, click Save.
• To exit the page without creating the ecmtask, click Cancel.
• To view a list of existing ecmtasks on the EcmTasks Home page or to search for a specific ecmtask, click EcmTasks in the Shortcuts section.
• The EcmTask List displays information such as the subject, contact, the related item, due date, team and user for each ecmtask. To view the details of a ecmtask, contact, or related item, click the appropriate Subject, Contact, and Related To link. From the detail page, you can edit, duplicate, or delete the information.