Tasks
Use this function to add, edit and delete tasks.
Adding a Task
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1.
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Click the Tasks tab. The Add Task dialog box displays.
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2.
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In the Task field, enter the task details. |
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3.
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To assign a user/group for the task, click the Add button. The Assignee dialog box displays.
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a.
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In the Search field, type the name of the user or group to whom you want to assign the task. |
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b.
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Press Enter. A list displays containing the names of all users or groups that match the search criteria. |
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c.
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Select the applicable user or group and click Save. The window again displays the Add Task dialog box. |
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4.
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In the Status field, click the drop-down list and select New, In Progress, or Closed. |
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5.
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In the Due Date field, click to display the date/time selector. |
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6.
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Do one of the following: |
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Click Now to populate the field with the current date/time. |
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Click Clear to clear the selection. |
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Click Done to save the selection and exit the window. |
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7.
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In the Notes field, enter any applicable notes for this task. |
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8.
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When all selections/entries are made, click Add. An email notification is sent to the user that a new task as been assigned. |
Editing a Task
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1.
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Click the Tasks tab. The Update Task dialog box displays. |
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2.
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Make the applicable changes. |
Deleting a Task
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2.
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Click the Delete button. |
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3.
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In the Confirmation window, click Yes (to delete the task) or No (to cancel the operation). |