Task Creation

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    The creation process for the Tasks

    Navigation: Menu > Apps > Tasks App > Listview > Click on Create (+)  

    The fields which are in star mark are mandatory in the creation screen.

    Create Task

    Field Name Field Description Mandatory
    Subject Enter the subject of the task Yes
    Project name Enter project name of the task Yes
    Milestone Select milestone name of the task from the list. A milestone is an important event or action in a project or a business journey that marks a crucial stage of progress. Yes
    Description User can comment or enter short notes about the task
    Task Details
    Task group Select task group name from the list Yes
    Assigned to Select user name/role to whom the task is assigned to Yes
    Start Date Select start date of the task No
    Duration Select the duration in minutes/hours/days No
    Priority Select the priority level of the task as low/medium/high No
    Followers Select followers name from the list. Follower-ship is the willingness to work toward accomplishing defined goals under a leader’s directives for an organization like managers, executives, etc. Yes
    Points Enter the achievement points for the task Yes
    Description User can comment or enter short notes about the task No
    More options: By clicking on more options user can view Advanced options
    Dependency Type Select dependency type from the list. No
    Series The system takes series as Tasks by default Yes
    Strict task User can click on the toggle to mark as a strict task. Toggle turns to green in color when selected. No
    Attachments : Click browse and provide the required attachments of the task

    Apply all the details and click on “Save”

    in Tasks
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