General - Tasks 


Creating a New Task

Step    Action

  1.      Select {New} under Task


          A New Task modal window will open.

  2.      Complete the fields.

Field
Description
Task Entry Field
Enter task details.
Due Date
Select Due Date using calendar.
Assigned To
Select Assigned To option from the drop-down.
Complete
Default set to No.
Related To


Select Related To option from the drop-down.

blob1476151072661.png

A modal window will open based on selection.

blob1476151390395.png

Check box to left-hand side of item to be added as association. Select {Add}. A message will appear to right of {Related To} button confirming the association.

blob1476151264997.png





  3.      Select {Save}. A results window will pop up to indicate the task saved successfully.

  4.      Select X to close pop up results window.


Editing a Task

Step    Action

  1.      Hover mouse over the name of task to be edited. A pencil icon will appear on the 

          right-hand side of the name. Select the pencil icon. A modal Edit Task window 

          will open.

blob1476154296576.png

  2.      Make required changes.

  3.      Select {Save}. A results window will pop up to indicate the task has been 

             successfully saved. 


  4.      Select X to close pop up results window.


Deleting a Task


Step    Action  

  1.      Select entries under Tasks to be deleted by checking boxes on the left-hand side.

          All entries can be deleted by checking box to left of {New} under Tasks.  

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.


  3.      Select {OK} to delete selected items. A results window will pop-up to indicate

          the selected tasks have been deleted.


  4.      Select X to close pop up results window.