Guides

This article is part of Task Management and covers Guides. Task Guides are made up of user-created tasks and task groups. When building a Guide, users will create and customize individual tasks, group them into task groupings, and then assign the...

This article is part of Task Management and covers creating a new task Guide. A Guide must be built in order to add tasks to the My Tasks page. As users create Guides, they will build and customize tasks for the guide.  Once a guide is create...

This article is part of Task Management and covers setting up R365 action, report, and form tasks. When creating a task on a guide , users have the option to select the R365 Actions, R365 Reports , and Form  task types. R365 action tasks ...

This article is part of Task Management and covers Task Types. The requirements  of each task  are determined by the type of task that it is. This article covers the different task types . When creating a task, users can select from th...