Creating a New Task

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Task >> Task Listing
  • 3
    Click on Create New Task button
    Task Priorities
  • 4
    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
  • 5
    Click Create
    Task Priorities
  • 6
    The new Task was created successfully
    Task Priorities
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