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 .