Creating a new task

To create a new task:

1. Click .

   The User Task window is displayed.

   

   Tip: You can also create new tasks from existing templates. See Creating a task from a template.

2. Type a description in the Summary field and add any further instructions in the Description tab.
3. Link a maintenance module to the task using the Linked to Tasks drop-down, if required.
4. Click to reallocate the task to a different staff member, if required.

   Note: Tasks are allocated to the creator of the task by default.

5. Click the Advanced tab to add information relating to:
   • schedule dates
   • reminders
   • task status.
6. Click to create a sub-task, if required.

   The Workflow Task window is displayed with a parent task and sub-task.

   

   Note: When a sub-task is added the User Task window becomes the Workflow Task window.

7. Click to create additional tasks under the parent task.
8. Click to either create additional sub-tasks. Either:
   • select the parent task to create a task.

   

   • select a task to convert the task to a parent task with a sub-task.

   

   Tip: You can also add tasks and sub-tasks from templates. See Adding a template to an existing task.

9. Repeat steps 7 through 8 to add additional tasks.
10. Click .

Last modified: 15/09/2016 11:30:16 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.