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Creating Knowledge Base Tasks

Purpose: To create Article Tasks for the Knowledge Base via the Article Button Bar, or from its Edit form

Prerequisites: Novo initial software settings, Module Configurations, List of steps to be automated

Steps:
Article Button Bar

  1. Click Articles 
  2. Find a target article in the Tree on the left, or via the Search tool. Then click title to open the article.
  3. Click Tasks.

  4. Click Add New Task to open the Add Task form. 

  5. Continue with the steps on the subarticle Creating KB Task.

Edit Article Form

  1. Click Articles
  2. Find a target article in the Tree on the left, or via the Search tool. Then click title to open the article.
  3. Click Edit.



  4.  Click the Save & Add Task to open the Add Task form.

  5. Continue with the steps on the subarticle Creating KB Task.


Sub Articles
Creating Tasks for an Article