To Dos Creation

Article sections

    The creation process of the To Dos

    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”

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