The creation process for the Tasks
Navigation: Menu > Apps > To Do’s app > Click on Create (+)
The fields which are in star mark are mandatory in the creation screen.
Field Name | Description | Mandatory |
Subject | Enter the subject of the task | Yes |
Description | Users can comment or enter short notes about the target/task | No |
Series | The system by default loads series as Tasks | Yes |
Task Details | ||
Assigned To | Select the employee/customer name from the drop-down list to assign | Yes |
Start Date | Select start date of the task from the calendar | Yes |
Duration | Select the duration in minutes/Hours/Days | No |
Priority | Select the priority level of the task | No |
Followers | Select followers from the drop-down list | No |
Apply all the details and click on “Save”