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Creating Tasks on Profile Dashboard

You can use tasks to report customer issues and assign the issues as a task to contacts or Commvault employees for tracking.

Procedure

  1. Log on to the Cloud Services Website, and then go to CommCell Dashboard > Companies > Company Name > Profile.

    The Profile Dashboard appears.

  2. Next to Tasks, click New Task.
  3. Enter information about the task, such as who it is assigned to and a description:
    • In the Name box, type a title for the task.

      The Created By box is automatically filled with your login name.

    • In the Assigned To box, select the name of a Commvault employee or contact.
    • In the Status box, select Open.
    • In the Due Date box, enter a deadline for completion of the task.
    • In the Related Link box, type a link to a report, or other web page, where related information appears.
    • In the Description box, type a detailed description of the problem and suggested solutions.
    • In the Note box, type any additional required information.
    • To attach a file to the task, under Attachments, click Browse and select the file.
  4. Click Submit.

    The task appears in the Tasks list.

Last modified: 7/5/2018 8:05:39 PM