Adding a "One-Off" Task

Adding a "One-Off" Task   

Contract Tasks: Adding a "One-Off" Task

1. Select Add Task from the Tasks, E-mails, Workflow, Alerts menu on the Contract Record Details screen.

2. Enter the required information into the Add Task screen and select Save & Continue. Task creation can be cancelled by clicking Return to Contract Details on the side menu.

Adding a One-Off Task from the VISDOM add screen

One-Off tasks can be added directly to a new record when working with the following:

A) A VISDOM add screen

B) Natural Language Processing

1. When those conditions are met,  to add a task to a record on the add screen, click the NLP Data tab available for the record.

2. Click Create Task.

3. Enter the task data.

4. Save the task data.

Note: The tab on your record may be named differently than the one pictured above.