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