Task Scheduler - Add New Task
A new task can be added in the Project Details screen, as
a Quick Task from the Inbox screen, or during project
template creation.
Add Task in Project Details Screen
To add a new task to an existing project in the Project
Details screen follow these basic steps.
- While in the General tab of the Start Project or
Project Detail screens, or the Project Template screen,
click on the "New Task" toolbar icon in the lower pane of
the screen (Project Tasks display).
- The Task Details screen is displayed.
- Enter the basic task information in the General tab of
the Task Details screen. Enter the task name, task
description, task assignment, estimated hours for
completion, priority level and, the due date and time.
(required)
- Click on the Action Scheduler tab to schedule an action
for the task. (optional)
- Click on the Progress Notes tab to enter a comment
about the task. (optional)
Add a Quick Task from Inbox
To add a new task to an existing project or to a new project
in the Inbox screen follow these basic steps.
Introduction
Welcome to WorkflowManager