Connecting Contacts and Tasks: Difference between revisions
(Created page with "== Go To == *Contacts *Feature Description") |
No edit summary |
||
| Line 1: | Line 1: | ||
Any contact can be either a counterparty or a participant in a task: | |||
'''*Counterparty''' — this is a person or company who is on the receiving end of the task (the customer, contractor, etc.) | |||
'''*Participant''' — this is a contact with a role in the task (assignee, participant, assigner, auditor, etc.) | |||
Contact cards contain two settings that regulate a contact's ability to be either a counterparty or a participant: | |||
<screenshot> | |||
They affect whether or not a contact is displayed in the counterparty and task participant lists. | |||
Displaying tasks in contact cards | |||
On the main screen of a contact card, the tasks linked to the contact are displayed: | |||
<screenshot> | |||
If there are many tasks, only some of them will be displayed on the main screen, and there will be a link in the list heading that brings you to the full task list. The list is also displayed in the Tasks additional panel in the contact card (1): | |||
<screenshot> | |||
In this panel, you can also switch between standard contact task filters (2) and see a list of tasks where the contact has another role. | |||
== Go To == | == Go To == | ||
*[[Contacts]] | *[[Contacts]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Revision as of 23:31, 20 October 2020
Any contact can be either a counterparty or a participant in a task: *Counterparty — this is a person or company who is on the receiving end of the task (the customer, contractor, etc.) *Participant — this is a contact with a role in the task (assignee, participant, assigner, auditor, etc.) Contact cards contain two settings that regulate a contact's ability to be either a counterparty or a participant:
<screenshot>
They affect whether or not a contact is displayed in the counterparty and task participant lists.
Displaying tasks in contact cards On the main screen of a contact card, the tasks linked to the contact are displayed:
<screenshot>
If there are many tasks, only some of them will be displayed on the main screen, and there will be a link in the list heading that brings you to the full task list. The list is also displayed in the Tasks additional panel in the contact card (1):
<screenshot>
In this panel, you can also switch between standard contact task filters (2) and see a list of tasks where the contact has another role.