Create Tasks

To create a new task, follow the steps below:
  1. Navigate to the Tasks module and select the Tasks tab.
  2. Click the +Add button from the top menu bar.
  3. In the Create Task window, fill in the required data fields.
    • Subject
    • Start Date
    • Due Date
    • Priority
    • Status
    • Complete
    • Description
    • Assign To
    • Reminder
    • Category
    • Attachments
    • Documents
  4. Click Save.

    Note: Users can assign tasks to other users only if the Tasks action is enabled in their profile through the User Management module.