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Creating a task

Tasks

To create a new task:

  1. Click the Add button along the top of the content pane, then Task.

New-Tak.png

  1. The new task opens in the content pane.

    ../_images/tasks-new.png

    Enter a description of the task.

  2. To set a due date (optional), click on No due date and select a date from the calendar.

    ../_images/tasks-setdate.png

    • If a due date is set, you can also choose to specify a time on that date.../_images/tasks-new-settime.png
  3. By default, the task is Public.

    • You can make the task Private using the pull-down menu.../_images/tasks-private.png
  4. By default, the task is assigned to you. If you wish to delegate it, click Me and pick an agent or team from the pull-down menu.

    ../_images/task-delegating.png

  5. If you need to create more than one task, click Add another task and repeat the above steps.

  6. When you are finished, click Save.

Authors list

First published: 23/03/2017

Last updated: 10 Sep 2019 by Emily Booth