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 |
| Type | Type of Task |
| Title | Title of the Task |
| Priority | The priority of the Task |
| Status | Current status of the Task - initial status is 'New' |
| Related Entity | The Contract or Party that the Task should be associated to - default is 'Contract', click in the field to display a drop down list of values that can be selected. Use the '+ Add New ..... ' option from the drop down list to create a new record if required, once saved this will be allocated to the Task record. |
| 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. |
| 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 |
| Task Date Setting | Choose a date to trigger the Task - default will be todays date, but can be set in the Future |
| Recur Rule | Tasks can be set to recur within certain time period |
| Do Not Recur | Choose if the Task should only trigger one time |
| Recur | Choose if the Task should trigger again after a certain time period |
| Until | Specify an exact date the the recur trigger should complete |
| Until | Specify a relative date that the recur trigger should complete |
| Indefinitely | Recur trigger should never complete |
| Expected Resolution Date | The date the Task is due to complete |
| Description | Detailed description of the Task specifics |
* All Value Set contents (Other than Status fields) can be adjusted to contain values pertinent to your organisation in the Value Sets screen.