EcmTasks
Use the EcmTasks page to create a ecmtask for youself or for other users.
To create a ecmtask, enter the following information:
- Subject. Enter the subject of the ecmtask.
- Due Date and Time. Optionally, click the Calendar icon and select the completion date for the ecmtask; enter the time in the adjoining box. If there is no specific deadline for the ecmtask, select the None box.
Enter the due date information if you want to add the ecmtask on your calendar to receive a reminder when it is due.
- Start Date and Time. Optionally, click the Calendar icon and select the start date for the ecmtask; enter the time in the adjoining box.
If there is no specific start date for the ecmtask, select the None box.
- Priority. From the drop-down list, select a priority that reflects the importance of completing the ecmtask.
- Assigned to. Click Select to select the individual who is the lead. By default, it is assigned to you.
- Status. From the drop-down list, select the current status of the ecmtask, such as Not Started, In Progress, and Completed.
- Account. Enter the name of the related account or click Select to search for one. Instead of an account, you can choose another related record such as an opportunity or contact from the drop-down list.
- Contact Name. Click Select to select a specific individual who is the contact for the ecmtask. By default, it is assigned to you.
- Description. Enter a brief description of the ecmtask.
Click Save to create the ecmtask; click Cancel to exit the page without creating the ecmtask.
To close the ecmtask and create a copy of it, click Close and Create New. The status of the closed ecmtask changes to Completed; the status of the newly created ecmtask is, by default, set to Not Started.
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.