Storing Task Documentation 

Use

You can attach Microsoft Office documents to the tasks where they are required for processing. You can also store straightforward long texts to document a task.

Procedure

Creating Microsoft Office Documentation

  1. Choose Change task list.
  2. Use the right mouse button to select the task to be documented.
  3. Choose Office document.
    The required Microsoft Office document type appears. You can now enter your text.
  1. Save the document and return to the scheduler by choosing File ® Close ® Back to the Schedule Manager.

Creating a Long Text

  1. Choose Change task list.
  2. Use the right mouse button to select the task to be documented.
  3. Choose Long text.
    A window appears in which you can enter a note.
  1. Choose Continue.
    The system returns to the scheduler.

You can only store one long text and one Microsoft Office document at the same time for a given task.

All users assigned to this task list have access to these documents.

<DS:TX.SCMA_SCHEDULER_COMPLETELIST>Kompletten Aufgabenplan einplanenSending Long TextsRESET N1

  1. Use the right mouse button to select the task for which you have entered a note.
  2. Choose Send note.
  3. Enter the recipient and a recipient type.
    You can select the priority of the transmission and other attributes.
    You can view the note again and create attachments.

 

Result

You have stored a document for a task, which is now permanently available to you for reference.