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.
Creating Microsoft Office Documentation
Choose
Change task list
.
Use the right mouse button to select the task to be documented.
Choose
Office document
.
The required Microsoft Office document type appears. You can now enter your text.
Save the document and return to the scheduler by choosing
.Creating a Long Text
Choose
Change task list
.
Use the right mouse button to select the task to be documented.
Choose
Long text
.
A window appears in which you can enter a note.
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
Use the right mouse button to select the task for which you have entered a note.
Choose
Send note
.
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.
You have stored a document for a task, which is now permanently available to you for reference.