Creating Tasks - Physical Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 23.1
License

To create a task:

  1. In the Console tree, select the task scheduler for which you want to add a task.
  2. Right-click and select Create Task, or select Create Task in the Action pane.

    The Task Wizard is displayed.

  3. Enter a unique name for the task in the Name field.
  4. Enter a description for the task in the Description field.
  5. Select a task group from the Task Group drop-down list. Existing task groups are available for selection. If <None> is selected, the task is added to the <Unassigned> task group.
  6. Click Next. The Task Type Selection page is displayed.
  7. Select Email Sending from the drop-down list.
  8. Complete the process in the next section, Configuring Tasks.