Create a Task under an Interaction

Follow

There are scenarios where you interact with a client and want to add a corresponding interaction and tasks related to the interaction in Practifi.

You can add both using a single page without navigating between different pages. While adding an Interaction, you can also add related Tasks.

mceclip5.png

Click the View button and a Task window will pop up where you can add more details.

mceclip6.png

Once you save the interaction, all the related tasks will appear in the Tasks sidebar of the interaction.

mceclip4.png

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.