How to add a task

Modified on Mon, 12 Aug, 2024 at 2:05 PM


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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