62 lines
3.5 KiB
HTML
Executable File
62 lines
3.5 KiB
HTML
Executable File
<!--
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/*********************************************************************************
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* SugarCRM is a customer relationship management program developed by
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* SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
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*
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* This program is free software; you can redistribute it and/or modify it under
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* the terms of the GNU General Public License version 3 as published by the
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* Free Software Foundation with the addition of the following permission added
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* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
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* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
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* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
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*
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* This program is distributed in the hope that it will be useful, but WITHOUT
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* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
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* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
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* details.
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*
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* You should have received a copy of the GNU General Public License along with
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* this program; if not, see http://www.gnu.org/licenses or write to the Free
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* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
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* 02110-1301 USA.
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*
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* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
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* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
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*
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* The interactive user interfaces in modified source and object code versions
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* of this program must display Appropriate Legal Notices, as required under
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* Section 5 of the GNU General Public License version 3.
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*
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* In accordance with Section 7(b) of the GNU General Public License version 3,
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* these Appropriate Legal Notices must retain the display of the "Powered by
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* SugarCRM" logo. If the display of the logo is not reasonably feasible for
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* technical reasons, the Appropriate Legal Notices must display the words
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* "Powered by SugarCRM".
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********************************************************************************/
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/*********************************************************************************
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********************************************************************************/
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-->
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
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<h1>Tasks</h1>
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<p>
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Use the Tasks page to create a task for youself or for other users. </p>
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<p>
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When you create a task, you must enter required information such as the subject, priority, status, and the team that is allowed to view the meeting information.</p>
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<ul>
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<li>To indicate the item record to which the task 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 <span class="helpButton">Select</span>.</li>
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<li>By default, the task is assigned to you. To assign it to a different user, click <span class="helpButton">Select</span> and choose the user from the Users List.</li>
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<li>To save the task information, click <span class="helpButton">Save</span>.</li>
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<li>To exit the page without creating the task, click <span class="helpButton">Cancel</span>.</li>
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<li>To view a list of existing tasks on the Tasks Home page or to search for a specific task, click <span class="helpButton">Tasks</span> in the Shortcuts section. </li>
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<li>The Task List displays information such as the subject, contact, the related item, due date, team and user for each task. To view the details of a task, 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.</li>
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