NextGen Knowledge Center

Follow-up on a Task

  1. Open NextGen® Enterprise PM.
  2. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button.
    The Enterprise Worklog Manager window opens.
  3. Enter the necessary search criteria, and then select Find to display the task list.
    If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window.
  4. Select and double-click the desired task or right-click the task, and then select Open.
    The Edit Task window opens for the task you want to update.
    Edit Task window

  5. From the Task Info tab, enter notes on task progress in the Details section each time you work on the task.
  6. Select Ctrl+Shift D to add the current date, time, and signature to your notes. This is a free-form text field.
  7. Optional: Change the date in the Follow Up Dt field.
  8. Make other field changes as applicable.
  9. To save changes and close the window, select OK.
Follow-up on a Task