How do I create a task?

Modified on Mon, 27 Jan 2020 at 11:00 AM

Step 1: When in ticket or inspection list view simply click on Add new Task

Step 2: Choose who you would like to create the Task for from the drop down list.

Step 3: Make sure to complete the Task field with enough information to help you or the person who you are setting the task for, fully understand what's required.

Step 4: Choose who is responsible for the task. That person will now be assigned that task. They will also get an email letting them know the task was assigned to them.

Step 5: Set the Task due date using the calendar wizard. 

Step 6: If you require a Reminder, set the remind date using the calendar wizard.

Step 7: Click Add Task to create the Task.

 

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