Create a New Task

Use the Tasks submodule to create new tasks from the Task card.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a new task:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job for which you want to create a task.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight a task to which you want to add another task and click Task Settings on the tab toolbar.
  6. On the Task card, click the Basic Settings tab, then click Context Menu > Create a New Task.
  7. In the Add a New Task dialog box, specify the required information and click OK.