Open a Task
To open a form for a task, do the procedure in this topic.
Good to Know
- When the procedure is complete, the task form opens in a new browser window.
- If you open an eForms task from SharePoint or Salesforce, you do not need to log on to the NX Portal.
How to Start
- Do one of these:
- In AgilePoint NX, click Work Center.
- In SharePoint, go to the AgilePoint NX Dashboard.
- In Salesforce, click the AgilePoint Dashboard tab.
- Click the My Tasks or In Queue tab.
- Click your task name.
Procedure
- On the task option list, click Open Task
.