/
Creating tasks
Creating tasks
Creating a new task
To create a new task without using a template:
- Open the Task List window. See Managing tasks.
- Click
The New Task From Template window is displayed. . - Click
The Add/Edit Tasks window is displayed.
Tip: Do not enter a Completed Date unless you want to mark the task as already closed. . - Enter information about the task. See Using the Add/Edit Tasks window.
- Click
Note: If you have allocated the task to another community member or marked it as closed, you may need to select the fields at the top of the window to display the task.
Tip: You can also create a new task from a maintenance screen by clicking . .
Creating a new sub-task
To create a new sub-task:
- Open the Task List window. See Managing tasks.
- Select the parent task for the sub-task you want to create.
- Click
The New Subtask from Template window is displayed.
Tip: You can also click the button on the Add/Edit Tasks window to create a new sub-task for the currently selected task.
The Add/Edit Tasks window is displayed. . - Enter information about the sub-task. See Using the Add/Edit Tasks window.
- Click
Tip: Select Include Sub Tasks to display the sub-task. .
, multiple selections available,
Related content
Creating a new task
Creating a new task
More like this
Creating a task from a template
Creating a task from a template
More like this
Creating a new task template
Creating a new task template
More like this
Creating a task template from an existing task
Creating a task template from an existing task
More like this
Using the Add_Edit Tasks window
Using the Add_Edit Tasks window
More like this
Using task templates
Using task templates
More like this