How To Create a Task
To create a new manual task, the following mandatory fields must be completed in the task form:
- Title – A concise and descriptive name of the task that clearly indicates its purpose or objective.
- Status – The current state of the task within its lifecycle (e.g., Open, In Progress, Done).
- Priority – The level of importance or urgency assigned to the task, which helps determine the order in which it should be addressed (e.g., Low, Medium, High).
To further define a task, the following additional fields can be completed:
- SubType – A more specific classification of the task that provides additional context beyond the main task type. This field is displayed only if it has been configured in the project settings and selection options have been defined.
- Assignee – The individual responsible for completing the task.
- Due Date – The date by which the task is expected to be completed.
- Description – Detailed information about the task, including relevant instructions, context, or requirements.
To link tasks or inquiries to a task, click the “Link inquiries” or “Link tasks” button and select the desired inquiries or tasks from the list.
Click the “⋮” (More actions) button in the task form to access the actions available for the selected task type.
Available Before Saving the Task
- Attach file – Allows files to be attached to the task.
Available After Saving the Task
- Start inquiry – Creates and opens a new inquiry form, automatically links it to the task, and adds a button to the top task form bar. Clicking this button will reopen the linked inquiry form when needed.
- Audit trail – Displays the history of changes made to the task.
- Attach file – Allows files to be attached to the task.
- Download PDF – Downloads the task details as a PDF document.