This training covers the process of task creation, including preparing the prerequisites, setting up task definition, creating and accessing tasks.
You will learn how to:
- Create Contact Manager
- Groups & Filtering
- Prepare a Form
- Create Task Definition
- Manage Statuses
- Define Due Date
- Configure Data Flow and Properties
- Configure Permissions
- Set Task Workflow
- Edit Task Filters and Columns
- Set Contact Filters
- And create tasks both manually or using CSV file
Finally you will learn how to work with tasks and about task management.
