Tasks
Use this function to add, edit and delete tasks.
Adding a Task
| 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. |
| 3.
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To assign a user for the task, click the plus + sign. The Assignee dialog box displays.
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| a.
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In the Search field, type the name of the user to whom you want to assign the task. |
| b.
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Press Enter. A list displays containing the names of all users that match the search criteria. See also Advanced Search. |
| c.
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Select the applicable user or group and click Add. The window again displays the Add Task dialog box. |
| 4.
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In the Status field, click the drop-down list and select New, In Progress, or Closed. |
| 5.
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In the Due Date field, click to display the date/time selector. |
| 6.
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Do one of the following: |
| -
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Click Today to accept the date/time displayed. |
| -
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Select the applicable date and time by hovering over the hour/minute/AM or PM columns and scrolling until the desired element is shown. |
| -
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Click Clear to clear the selection. |
| 7.
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Once the selections are made, click outside the date/time selector area. |
| 8.
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In the Notes field, enter any applicable notes for this task. |
| 9.
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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
| 1.
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Click the Tasks tab. The Update Task dialog box displays. |
| 2.
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Make the applicable changes. |
Deleting a Task
| 2.
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Click the Delete button. |
| 3.
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In the Confirmation window, click Yes (to delete the task) or No (to cancel the operation). |