You can create reasons and then group them together in reason lists. You can assign reasons and reason lists to tasks, workflow item holds, or digital signatures. To create, modify, or delete a reason, complete one of the following steps.
- In Management Console, in the left pane, under Select Department, select a department from the list.
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In the left pane, complete one of the following steps.
- To manage reasons for tasks or workflow item holds, under Select Department, select a department from the list.
- To manage reasons for digital signatures, under Select Department, select Cross Department Settings.
- In the left pane, click Tasks, Workflow, or Digital Signatures.
- In the right pane, on the Reason Lists tab, select a reason list and click Modify.
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In the Reason List dialog box, on
the List Members tab, complete one of the
following actions.
Situation Steps Create a reason - Click New.
- In the Reason text box, type a name.
Modify a reason - Select a reason and click Modify.
- In the Reason text box, type a new name.
Delete a reason - Select a reason and click Delete.
- In the Delete Reason confirmation box, click Yes.
Changes you make to the available reasons apply to all departments.