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Working with Different Task Types

Understand how you can use different task types such as telephone calls or document expectations

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Working with Appointments

Appointments are used to capture information about meetings or events. Common examples (and a specialised type) are court appointments. Other examples include meetings, conferences...

First posted: April 23rd, 2022 1123 views 0 likes
Working with Approvals

Approvals are special task types that require you to either approve or reject something. This could be the approval of a document, or the...

First posted: April 23rd, 2022 1792 views 0 likes
Working with Telephone call tasks

A telephone task is a specialist type of task designed to facilitate call handling It has the following properties Property Description Call Type Select...

First posted: August 30th, 2022 834 views 0 likes
Working with Document Expectation Tasks

A Document Expectation is a special type of task that indicates you are waiting to receive a key document. Often a process may be...

First posted: August 30th, 2022 1246 views 0 likes