To create a new task:

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

2. The new task opens in the content pane.

   

   Enter a description of the task.

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

   

   • If a due date is set, you can also choose to specify a time on that date.

4. By default, the task is Public.

   • You can make the task Private using the pull-down menu.

5. 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.

   

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

7. When you are finished, click Save.