Tasks - Creating a New Task


Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  Any task assigned to an object will show on that object's page i.e. a task assigned to a customer will display on the customer's view page. To make sure all tasks are not lost/forgotten throughout the system, all of a user's incomplete tasks will show on their dashboard.

Creating a New Task

Step    Action

   1.    Select {Settings} and then select {Tasks} under Communications.

   2.   Select {New}. A New Task modal window will open.

  3.      Complete the fields.

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


A modal window will open based on selection.


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.


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