Reason lists are used when you define action and return reasons in document deficiency and pointer task templates. To create, modify, or delete a reason list for a task template, complete one of the following procedures.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- In the left pane, click Tasks.
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In the right pane, on the Reason Lists tab,
do one of the following actions, depending on the situation:
Situation Steps Create a reason list - Click New.
- In the Reason List dialog box, on the General tab, type a name and optional description.
- Verify that the Is active check box is selected to make the list available for assignment.
- On the List Members tab, add, remove, or rearrange reasons.
- Click OK.
Modify a reason list - Click Modify.
- In the Reason List dialog box, on the General tab, modify the name or optional description.
- To enable or disable the reason list, clear or select the Is active check box.
- On the List Members tab, add, remove, or rearrange reasons.
- Click OK.
Delete a reason list - Click Delete.
- In the Delete Reason List confirmation box, click Yes.