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Appointment Process

Revision as of 02:47, 15 April 2015 by 182.72.71.59 (Talk)


>> Back To TMS-VERSION 2     >> Workflow Task Creation process


Steps to schedule appointment task

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  • Select work space in Left pane

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  • Click + New task in the row .

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  • Select Task Type as " Appointment " & Click " Next Button "

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  • Task gets created with " Schedule " pop up , fill out details in pop up & click save button

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  • After scheduling select the option "Appointment Scheduled " in task pane

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  • Click the update link button below the task description to complete task

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  • Moves to " Activity chain closes " task. mark the check box & complete the task .

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