You can also use the Import feature to create and test AutoTasks on a test system before implementing them in a live system.
To Import an AutoTask:
- From the Call Logging menu bar, select AutoTask>Import. The Import AutoTask dialog box opens.
- In the View section, select the View (audience) for whom you will be importing the AutoTask. If you click Team, select the appropriate team from the drop-down list.
- In the list of AutoTasks (filtered by View), select the folder to which you will import the AutoTask.
- Click Browse to navigate to the .hef file to be imported.
- Click Import.