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Activities and Tasks (SP) Overview
Tabs
How Do I ...
Plan Work
Apply Customer Agreement
Add / Modify Street Address
Select Price Schedule
Select / Deselect a Price Schedule
Apply a Response Plan
Apply an SLA (Service Level Agreement)
Move/Swap/Modify Assets/Locations/CIs
Record Ownership
Select an Owner
Take Ownership
Assign an Owner to Multiple Records
Take Ownership of Multiple Activities or Tasks
Start and Stop the Timer
Relate a Record to an Activity or Task
Delete a Related Record Relationship
Create Communication
Create a Work Log Entry
Select/Deselect SLAs
View SLAs
Add/Modify Activity Attributes
Change Activity Statuses
View Information
Report Actuals
Use Work Process Flow
Assign to a New Parent
Remove a Work Plan
Edit History Activity
Duplicate an Activity
Delete an Activity
Classify an Activity or Task
Use Wildcards and the Equals Sign in Searches
Search for Values
Select a Value
Run Reports
Use the List Tab
Use Attached Documents
Print Documents
Use Workflow
More Help
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