Tasks or Actions
Tasks or Actions share exactly the same function and customers may refer to either depending on the adopted terminology in their site.
- How to View a PDF When Completing a Task/Action Assignment as a Lite User
- How to Attach a PDF to Task/Action Assignment
- How to Bulk Retire Tasks/Actions
- How to Unretire a Task or Task Assignment
- How to Retire a Task or Task Assignment
- How to Set Up Task/Action Default Settings in Assurance
- How to Set Up Escalation Users in Assurance
- How to Create a Task/Action in Assurance
- How to Assign a Task/Action in Assurance
- How to Bulk Assign a Task/Action in Assurance
- How to Complete a Task/Action Assignment in Assurance
- How to Edit a Task/Action in Assurance
- How to Edit a Task/Action Assignment in Assurance
- How to Find Retired Tasks/Actions or Task/Action Assignments in Assurance
- How to Add a New Task/Action Category in Assurance
- How to Change Task/Action Responses in Assurance
- How to Change the Task/Action Layouts in Assurance
- How to Bulk Import Tasks/Actions in Assurance
- How to Edit Task/Action Assignment Due Dates in Assurance