Tasks

Select Modules and then Workflow, then click Tasks in the menu bar. Tasks can be assigned to a person in order to complete a blank survey or update an existing record.

Tasks are completed on the WebForms page or in FieldTask.

• Task Lifecycle
• Task Groups
• Viewing Tasks
• Editing / Adding Tasks
• Email Tasks
• Self Assign
• Completing tasks using FieldTask
• Completing tasks using WebForms
• Bulk changes to tasks