Tasks

How do I create a task?

1. Navigate to the Jobs Menu from the sidebar (refer to Navigation - Jobs Menu).

2. Click the Add sub-menu option under the Jobs Menu.

3. Enter the Task Name, Description, then click the Add Task radio button.

4. If you have branches & personnel available select who to assign the Task to (can select multiple).

5. Pick the Estimated Task Completeion Date, then click the Save button to Create the Task.

Please Note: Personnel & Branches assigned to the Task will receive a New Task Notification.