Linking Tasks to Source Documentation

You can link a task to a source document to reference pertinent background information. Define source documentation as the original request document that results in the creation of a task. Perform the following steps to link a task to a source document.

Responsibility: CRM Administrator

arrow icon   Steps:

  1. Navigate to Task and Escalation Manager > Tasks > Tasks

  2. Locate your task.

    The Task Main window opens.

  3. Select the source document from the LOV.

  4. Enter the identification number of the source document in the Source Value field.

  5. Save your task.

    The source document is now associated with the corresponding task.

  6. Double-click the Source Value field to view the source document.