Creating tasks

Creating a new task

To create a new task without using a template:

1. Open the Task List window. See Managing tasks.
2. Click .

   The New Task From Template window is displayed.

   

3. Click .

   The Add/Edit Tasks window is displayed.

   

   Tip: Do not enter a Completed Date unless you want to mark the task as already closed.

4. Enter information about the task. See Using the Add/Edit Tasks window.
5. Click .

   Note: If you have allocated the task to another community member or marked it as closed, you may need to select the fields at the top of the window to display the task.

   Tip: You can also create a new task from a maintenance screen by clicking .
   

Creating a new sub-task

To create a new sub-task:

1. Open the Task List window. See Managing tasks.
2. Select the parent task for the sub-task you want to create.

   

3. Click .

   The New Subtask from Template window is displayed.

   

   Tip: You can also click the button on the Add/Edit Tasks window to create a new sub-task for the currently selected task.

   The Add/Edit Tasks window is displayed.

   

4. Enter information about the sub-task. See Using the Add/Edit Tasks window.
5. Click .

   Tip: Select Include Sub Tasks to display the sub-task.
   

Last modified: 7/01/2016 3:07:13 PM