Process Manager helps you manage the tasks associated with projects and opportunities. It's easy to see the tasks that are assigned to you and to prioritize your efforts to move a project to success. After you complete a task, you can mark it complete and determine whether there are other tasks needing your attention.
To view tasks
1. From Process Mgr, select Process manager.
2. Open a project.
3. Select Tasks.
The system displays tasks assigned to you. If you are the Opportunity Owner, the system displays all tasks for the project.
To edit tasks
If you have editing access rights, you can modify tasks, including marking them complete.
1. From Process Mgr, select Process manager.
2. From Tasks, select the task.
3. Enter your edits.
4. Click Save.