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Creating a task

You can create tasks to facilitate their tracking for a contract.

This is how it works 

  1. Open the contract.

  2. Change to the Tasks area.

  3. Click New or Add task.

  4. Enter all required fields and additional information about the task.

  5. You also have the option to configure a task as a serial task. 

    1. To do this, select the desired interval under Repeat task.

    2. After marking the status of a serial task with completed, a new task is automatically created according to the configured interval. An entered due date and reminder periods are created again automatically.

  6. You have the option to set up notifications for the tasks.

    1. Specify the Notification interval.

    2. Specify the Notification start.

    3. Define further persons or groups who are to receive this notification. 

  7. Save the information.

    Note

    Notifications are sent until the task is completed.