Select Tasks from the (Project Menu) to access your Open and Closed Task listing.
How do I create a new Task?
1. Select the icon at the upper right of the window.
2. The Add Task page will be displayed where you can select who to assign the task to as well as a Name and Description.
3. Click the button at the bottom of the page once you have filled out the fields.
How do I edit a Task?
1. Select the icon to the right of the Task name.
2. The Edit Task page will be displayed where you can revise any of the fields and then click the button.
3. NOTE: if you change the "To" field that person will get an e-mail alerting them that a Task has been reassigned to them.
How do I complete a Task?
1. Click the icon, or you can select the Task Number in the left most column.
2. You can then enter any relevant Completion Notes and then click the button.
3. Note: once you complete a task the "From" will receive an e-mail alerting them the Task has been completed.
How do I view my Delegated Tasks?
1. Click the icon and then select "View Delegated Tasks".
2. This page will now show all Open and Closed Tasks you have assigned to someone (including yourself).
Please sign in to leave a comment.