Guided Tour - Memos and Task
Lists
Memos
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By clicking on the Memo folder you can view all the Memo items relevant to the case you are viewing. |
A full list of the case related Memo items will appear in the centre screen.
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Add Memo
You can add a Memo relevant to the case you are viewing by using the Add Memo function from within the toolbox. |
You can complete the relevant detail in the screen below and then click on the Save button. The Memo will then be added to the Memo folder of the current case in which you are viewing.
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View Memo List
This function within the toolbar takes you to the view, which lists all of the memos relevant to the particular case, which you are currently viewing. |
Task Lists
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By clicking on the View Task List folder you can view all the Tasks relevant to the case you are viewing. |
A full list of the case related Tasks will appear in the centre screen.
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Add a Task
You can add a Task relevant to the case you are viewing by using the Add Task function from within the toolbox. |
You can complete the relevant detail in the screen below and then click on the Save button. The task will then be added to the View Task List folder of the current case in which you are viewing.
View Task List
This function allows you to view all of the related tasks in relation to the case you are viewing as well as their; priority, due date and current status.
