CobbleStone Documentation Wiki Welcome Guest: 3/28/2024 4:59:39 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Adding a "One-Off" Task   
Page last modified on Thursday, May 13, 2021 11:39 AM (by Nash DeVita) (initially created on Monday, September 19, 2011 4:38 PM)
Assigned to: Contract Tasks
  Generate Manual Print View
 
Page Content
 
 

Contract Tasks: Adding a "One-Off" Task

1. Select Add Task from the Tasks, E-mails, Workflow, Alerts menu on the Contract Record Details screen.

 

2. Enter the required information into the Add Task screen and select Save & Continue. Task creation can be cancelled by clicking Return to Contract Details on the side menu.

 

Adding a One-Off Task from the VISDOM add screen

One-Off tasks can be added directly to a new record when working with the following:

A) A VISDOM add screen

B) Natural Language Processing

 

1. When those conditions are met,  to add a task to a record on the add screen, click the NLP Data tab available for the record.

2. Click Create Task.

 

3. Enter the task data.

4. Save the task data.


Note: The tab on your record may be named differently than the one pictured above.


 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
  
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.