Take and complete the activities from task list
In Microsoft Dynamics CRM, you can view and take activities from your TotalAgility Work Queue, select an activity and progress with the activity.
The Task List displays the list of activities assigned to you. If you are a member of a resource group, the task list also displays the group tasks. You can accept or decline work allocated.
- Navigate to the Microsoft Dynamics CRM site and click TotalAgility.
-
On the
TotalAgility
menu, click
Tasks.
The Task List appears listing the activities assigned to you.
-
On the
Task List, select the
activity.
The Perform Activity page appears.
- Specify the necessary input and output variables.
- Click Complete.