Administrator Guide

Creating a Task

Flex Tasks can be created from many locations including the New Item Wizard, Quick Actions, Action Bars, Sub-Grids, Quick Search and the Outlook Plugin.

Tasks can also be related to an Interaction by Creating a Task from the Interaction Display form or Sub-Grid:

If a Task is attached to an Interaction (as in the example below), the Interaction details are copied to the Task Display Form after it is created:

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