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Requests and Help Desk Features in Detail
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How to Create and Assign Tasks to Requests:

Tasks can be manually created from Administrative Request Entry, Request Administration, and Tickler Notes.  Tasks can also be automatically created when new Requests are entered.  This is done using a Request Template.  All tasks are copied from the Request Template to the Request.

 

Creating Tasks involves selecting a Task Type from a list box, entering an additional description in a memo field and optionally assigning the Task to a group or individual.  Additionally a Task may be flagged as a Milestone, flagged as Deliverable, and have documents (files) attached to it.  Scheduled Start and Completion dates may be entered as well as budgeted hours and budgeted cost.

 


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