Dynamics 365 Customer Insights
Task management: Apply checklists to a worker
After you’ve done all of the setup of task management, you can now start using the checklists. There are several ways of doing that…
Category: Dynamics 365 Customer Insights
Dynamics 365 Customer Insights
Task management: Onboarding/Offboarding/Transitions
Dropdown to choose task management In task management you have access to onboarding, offboarding and transitions. If you want to see the different tasks…
Dynamics 365 Customer Insights
Task management: Checklists
Checklists A checklist is a collection of tasks that must be completed as part of a business process. For example, there might be a…
Dynamics 365 Customer Insights
Task Management: Tasks
A task defines a specific piece of work or an action that someone must complete. You can reuse tasks and add them to one…
Dynamics 365 Customer Insights
Task management: Task groups
Task groups A task group lets you classify related tasks together. When you add tasks to a checklist, you can filter the list of…