Task is a to–do or a request for information from someone within the team regarding a specific ticket. Tasks can also be used to remind you or a team member to do something on a specific date. A Task will have an originator (person who creates the task), owner (the person that is given the task), title, summary and a due date/time. When a task is created the owner is emailed to notify them that it exists. A user will be able to see a list of their tasks and tasks they have assigned to others. Completed tasks continue to show on tickets but will disappear from users dashboards. When a task is completed the originator is notified via email. 

When in ticket or inspection list views simply click on Add Task.

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

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.

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.

Set the Task due date using the calendar wizard. 


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

Click Submit to create the Task.