Specific Guidelines Tab

This tab allows users add guidelines for performing the work task.

How To Add Guidelines

1. To make the fields editable check the Modify Guidelines box.
2. The existing guidelines will be copied from the Work Flow Setup > Tasks module > Guideline Tab to the guideline fields on this tab.
3. Now users can click in the fields and edit the guidelines on the Planning Task.

   Note: Any changes made to the guidelines on this tab will not affect the original guidelines in the Work Flow Setup, Tasks record.

4. Save changes