Tasks and Messages Features
This help document will focus on the tasks and messages section. You can send messages from one user ID to another for interoffice communication. Likewise, you can send tasks from one user ID to another to inform someone that a task must be completed.
To navigate to Tasks & Messages
Click Tasks & Messages from the toolbar.
Message Functionality
- Create, view or work a Message
- Create, view, work a Task
- Create a Chart Note or a Chart Alert
Creating New Message...