Add New Tasks

Use this screen to create and assign tasks to other users.

To add tasks:

  1. On the My Tasks screen, click Add Task.
  2. Complete the following fields.
    • Description: Enter the purpose of this task.
    • Due Date: Click and select the date when the task needs to be completed.
    • Is Required: Select this if the task is not optional and must be completed by the Assignees.
    • Is Private: Select this if the task should be visible to stakeholders only.
    • Is Group: Select to set this as a group task.
  3. Review the Stakeholders table. Your name is automatically added as a Principal stakeholder. Your Direct Reports are automatically added as Assignees.
    • From the Actions column, click to remove a stakeholder, if necessary.
    • Click Add More Stakeholdersto search for and select users, if necessary.
  4. Click Save.