Difference between revisions of "Appointment Process"
(→Steps to schedule appointment task) |
(→Create Appointment task Video) |
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*Select Task Type as " Appointment " & Click " Next Button " | *Select Task Type as " Appointment " & Click " Next Button " | ||
− | [[File:]] | + | [[File:SC2.png]] |
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+ | *Task gets created with " Schedule " pop up , fill out details in pop up & click save button | ||
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+ | [[File:SC3.png]] | ||
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+ | *After scheduling select the option "Appointment Scheduled " in task pane | ||
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+ | [[File:SC4.png]] | ||
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+ | *Click the update link button below the task description to complete task | ||
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+ | [[File:SC5.png]] | ||
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+ | *Moves to " Activity chain closes " task. mark the check box & complete the task . | ||
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+ | [[File:SC6.png]] | ||
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+ | =='''Create Appointment task Video '''== | ||
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+ | ---- | ||
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+ | [[File:Appointment_video.gif|1000px]] |
Latest revision as of 02:52, 15 April 2015
>> Back To TMS-VERSION 2 | >> Workflow Task Creation process |
Steps to schedule appointment task
- Select work space in Left pane
- Click + New task in the row .
- Select Task Type as " Appointment " & Click " Next Button "
- Task gets created with " Schedule " pop up , fill out details in pop up & click save button
- After scheduling select the option "Appointment Scheduled " in task pane
- Click the update link button below the task description to complete task
- Moves to " Activity chain closes " task. mark the check box & complete the task .