Add New Tasks
Use this screen to create and assign tasks to other users.
To add tasks:
- On the My Tasks screen, click Add Task.
-
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.
-
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.
- Click Save.
Parent Topic: Procedures for the Tasks Screen