NextGen Knowledge Center

Send a Task

When charges are submitted, a Task button appears. You can use it to send a task to a user or workgroup, including yourself.

  1. Select the Task button.
    The Reason for Tasking window opens.
  2. Enter a reason into the field and select OK.
    A Select Task Recipients window opens.
  3. Select the recipient (user or workgroup) from the Available Users/Workgroups list.
  4. Select Add>> to move the recipient to the Task Recipients list.
  5. As needed, repeat steps 3 and 4 to add additional recipients.
  6. Select OK to send the task.
    The text you entered as Reason for Tasking, shows in the field next to the Task button and in the task, description sent to the recipient’s inbox.