How do I create a Task?
To create a new task:
Click on Create -> Task
You will be taken to the New Task Page:
Enter the Task Subject in the "What?" field (max. 75 characters)
Select the date the task is due from the "When?" field. This will default to today's date. Clicking in the field will bring up the calendar allowing you to set the task due date
Select the user who is responsible for the Task from the "Who? drop-down list
Enter any additional detail in the "Comments"
If your task is client-related, check "Task relates to the Active Client"
If the task is client related but you need to change which client it relates to, once the "Task related to the Active Client" box is ticked, you'll be able to use the 'Switch' Function alongside the "New Task" heading to change the active client
Once this information is complete, click "Save"
Click on Create -> Task
You will be taken to the New Task Page:
Enter the Task Subject in the "What?" field (max. 75 characters)
Select the date the task is due from the "When?" field. This will default to today's date. Clicking in the field will bring up the calendar allowing you to set the task due date
Select the user who is responsible for the Task from the "Who? drop-down list
Enter any additional detail in the "Comments"
If your task is client-related, check "Task relates to the Active Client"
If the task is client related but you need to change which client it relates to, once the "Task related to the Active Client" box is ticked, you'll be able to use the 'Switch' Function alongside the "New Task" heading to change the active client
Once this information is complete, click "Save"
Updated on: 31/08/2022
Thank you!