Navigate to Tasks
- Click on "Tasks" in the left-hand menu.
Add New Task
Click "Add New Task."
- Select Departments:
- From Department: Typically your department.
- To Department: Department of the assignee.
Assign Task
Choose the person from the "To Department" list.
Notify Others
Optionally select additional people to notify via email.
- Fill in Task Details:
- Source & Theme: Select from the dropdowns.
- Title: Enter a clear title
- Linked Tasks: If applicable, select related tasks.
- Priority: Set as Low, Medium, or High.
Set Dates
- Choose Start, Due, and Reminder Dates.
A reminder is an email that will be sent to the assigned user/users at the time specified.
Additional Information: Add comments, images, or files as needed.
- Save Task:
- Click "Add Task" to finalize.
- Or save as a draft for later.
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