System Options - Task Options:
| Add Task Screen |
When adding a task, the Wizard or Add Task screen will show. Options are:
- Add Screen Only
- Add Screen Wizard Only
- Wizard Only
- Wizard with Add Option
|
| Add Tasks on Start Date to Daily Email |
Add tasks that have start date to the daily email. |
| Send Daily Email of Tasks |
Edge will send to each associate on file a daily email of tasks due or starting for the day. If Edge has not been running, the email will go out on Edge startup. |
| Task Completed Default Notify |
When a task is completed this is how to notify the associate that initially created it. Options are:
- Do Not Notify
- Email Only
- SMS Only
- Email and SMS
|
| Task Created Default Notify |
When a task is created this is how to notify the associate that initially created it. Options are:
- Do Not Notify
- Email Only
- SMS Only
- Email and SMS
|
| Task Lead Time |
The amount of days to automatically add to a task due date. |