Monday, November 1, 2010

LSS Hints: Forward a Task

When viewing a task, a carbon copy of the task can be forwarded to another provider.  This is done when viewing the task detail screen after pressing View Detail on the Task List.  Make any changes needed and add a message if desired.  The click on the Forward footer button, this will bring up the Forward Copy window, where you can select the desired recipient.  If you click on the Close field in this window, you will be offered a list to select Yes or No.  If you select Yes, the task will be closed after it is forwarded.  If you select No, the task will remain on your task list. 

After selecting the appropriate provider, then click the OK button to forward the message, and close the Forward Copy window.

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