Performing actions on tasks

You can perform additional actions on task records by using the Actions and Agent Tools menus. You can view only the options that your system administrator has configured for your profile.

• • To perform actions on tasks
  • Actions menu options
  • Agent Tools menu options
  • Related topic

To perform actions on tasks

1. Click the Remedyforce Console tab.
2. Click View > Tasks.
3. From the list of tasks, select the record on which you want to perform an action.
4. On the Task Details form, from the Actions or Agent Tools menu, select the appropriate option.
   For more information, see Actions menu optionsand Agent Tools menu options.
5. Save the task record.

Actions menu options

The following table lists the options that are available by default in the Actions menu for tasks. Your system administrator can add custom actions and configure the Actions menu options based on profiles.

Agent Tools menu options

The following table lists the options that are available by default in the Agent Tools menu for tasks. Your system administrator can add custom actions and configure the Agent Tools menu options based on profiles.

Related topic

Managing-the-Actions-and-Agent-Tools-menus