To create a new Task you will need to navigate to the Task section and then press the +. You will then be provided with the Task entry screen ready for you to complete.
Fig 1 Task Form
List of all the fields on the default Tasks entry screen and their meaning.
|
Field Name |
Description |
| Task# |
Unique identifier for the record, generated by the solution |
| Title | Title of the Task |
| Status |
Current status of the Task - initial status is 'New' |
| Priority* |
The priority of the Task |
| Assigned To |
The Person assigned to complete the Task - this can be an internal or external person to your organisation Either type the name of the Person directly into the field (if known), or use the magnifying glass to display the 'Find' screen to be able to search for the correct Person using various options. Use the + option to create a new Person, once saved this will be allocated to the Task record. |
| Expected Resolution Date |
The date the Task is due to complete |
| Severity* |
The impact of the Task for your organisation |
| Description |
Detailed description of the Task specifics |
| Project* |
Identifier of the project the Task is in relation to |
| Reporter |
User that created the Task - your name will default automatically |
| Associated Contracts |
Multi-select of Contract(s) the Task is pertaining to Either type the name of the Contract directly into the field (if known), or use the magnifying glass to display the 'Find' screen to be able to search for the correct Contract using various options. Use the + option to create a new Contract, once saved this will be allocated to the Task record. |
| Type* |
Type of category the task is pertaining to |
| Third Party Reference |
Third party reference if given |
| Monitors |
Multi-select of Person(s) assigned to Monitor the Task progress - this can be internal or external person(s) to your organisation Either type the name of the Person(s) directly into the field (if known), or use the magnifying glass to display the 'Find' screen to be able to search for the correct Person using various options. Use the + option to create a new Person, once saved this will be allocated to the Task record. |
| Associated Parties |
Multi-select of Party(s) associated to the Task Either type the name of the Party(s) directly into the field (if known), or use the magnifying glass to display the 'Find' screen to be able to search for the correct Party using various options. Use the + option to create a new Party, once saved this will be allocated to the Task record. |
* All Value Set contents (Other than Status fields) can be adjusted to contain values pertinent to your organisation in the Value Sets screen.