Creating a New Task

  • Go to Task >> Task Listing
  • Click on Create New Task button
Task Priorities
  • Enter Details
    • Task Name (mandatory)
    • Description (optional)
    • Select Task priority (the default task priority is selected as a default - see more at Managing Task Priorities)
    • Set the Assignee (The contact who does the task - required)
    • Requester (The contact who created the task - current contact as default)
    • Select Contact (The contact this task is about)
    • Start Date (default is today)
    • Set the Due Date
    • Optionally
      • Flag if the task is completed
      • Set the completed date if the task is already complete
      • Enter the completion notes
  • Click Create
Task Priorities
  • The new Task was created successfully
Task Priorities