Creating a new task

Modified on Mon, 20 Apr at 12:02 AM

To create a new task:

Click .
The User Task window is displayed.

Tip: You can also create new tasks from existing templates. See Creating a task from a template.
Type a description in the Summary field and add any further instructions in the Description tab.
Link a maintenance module to the task using the Linked to Tasks drop-down, if required.
Click to reallocate the task to a different staff member, if required.

Note: Tasks are allocated to the creator of the task by default.
Click the Advanced tab to add information relating to:
• schedule dates
• reminders
• task status.
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.
Click to create additional tasks under the parent task.
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.
Repeat steps 7 through 8 to add additional tasks.
Click .