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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
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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.


 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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