Creating Tasks

To create a task:

1. In the Inbox toolbar, click the New button

2. In the dropdown, select Task. The Task window opens.

3. The Advisor Desktop refreshes.

4. In the Activity pane, view the details of the task.

5. Type a subject and the contents of the task in the Task pane. Use the following tools:

   1. Type the content of the task in the text box. Here you can use the various knowledge resources available to add to your content, such as bookmarks, macros, headers, greetings, etc.

   2. After creating the content, you can run the spelling checker on the content. To run the spelling checker, in the Text box toolbar, click the Spell Check  button.

   3. Use the Solve button to locate and add any knowledge articles you feel are pertinent to the task.

   4. Click the More button and select Attachment to add any attachments to the task.

   5. Click the More button and select the Notes option to add, view, or delete notes from the task.

   6. Click the More button and select Link Customer to link the task to a customer in the system.

6. Click the More button and select Save to save your changes. You can also assign or complete the task. For more information, see Assigning Tasks and Completing Tasks.

Related Topics

• About Tasks

• Assigning Tasks

• Completing Tasks