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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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Viewing open items with the Task List

Dynamics GP provides a Task List for managing items to be accomplished within the system. While not quite as powerful as, say, Outlook's tasks, the Task List in Dynamics GP can provide direct links to the appropriate window, web page, or external file needed to accomplish the task. Even Outlook can't provide a direct link to the right window in Dynamics GP. In addition, tasks can be assigned to other users in the system to better delegate the workload. Let's look at how to use the Task List in Dynamics GP in this recipe.

Getting ready

Open tasks are displayed on the Home page in Dynamics GP under the To Do heading.

To get started, select New Task from the Home Page to see the full task list. Yes, that's not ...

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