In order to manage and review Tasks, they can be organised into categories. These categories can be used to help filter Tasks in the Helpdesk for rapid entry of a problem, or can be used to group and report on Tasks that are carried out.
The list of Task Categories are maintained here.
The link will open the Task Category grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Task Category click New , to edit and existing Task Category click Edit . A pop up window will appear which will allow the creation or amendment of a Task Category.
Complete the fields and click Save . Once the Task Category header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.
These include:
Task Categories must be associated to the relevant Contracts to enable them for use within Concept Evolution.
The link will open the Task Category / Associated Contracts grid. It is a grid view that can be customised and sorted as normal.
To assign Contracts click Assign , entities in the right hand assignment window are connected.
To create Contracts see Contracts