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How To: Create a New Task (Web)

Updated over 6 months ago

Complete Step-by-Step Guide

  1. Navigate to OnTrack, log in, select the Event you will be working on, and then select the 'Event Tasks' module.
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  2. In the Tasks, you'll find two action buttons, New List
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    1. and Clone from a current or previous Event.
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  3. With the additional option to Upload Tasks using the upload feature.
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  4. You can start by creating a Task by clicking on the 'Select Task List' dropdown and select the list that you'd like this new task to be located in.
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    If you don't choose a list OR choose 'Private List', your created task will live in the 'Private' list, which is private to each user
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  5. Next, name your task by typing in the 'New Task Name' free-text area.
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  6. The last MANDATORY field is to set a Due Date with the 'Task Dates' Button.
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  7. After clicking 'Task Dates' a popup will occur that will give you the option to choose a Date and Time.

If you only select 1 date (Above) the date/time chosen will be the DUE Date. If you choose 2 dates (Below), the first date will be the Start Date, with the last date/time will be the Due Date.
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After all MANDATORY fields have been entered, the 'Save' button on the right will turn blue, allowing you to save your task.
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Additional Non-Mandatory Fields

  1. If you wish to add more Information to your Task, assign it to a single user or Multiple Division(s).
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  2. You can also make the task 'Recurring' or to be repeated by clicking on the far right icon.
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    1. Custom Selection allows you to select specific days, creating identical tasks for those dates with assigned start and due times.
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    2. Range Selection allows you to select all dates between two selected dates, creating identical tasks for those dates with assigned start and due times.
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Post Task Creation

  1. Flagging helps to focus additional attention on specific tasks.
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  2. Pin a task to keep it at the top of your list.
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  3. Additional actions can be completed after your Task has been created.
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    1. Attach Files (PNG/JPEG/PDF)
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    2. Create Sub Tasks
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    3. Assign a Single User​
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    4. Update the Task Status
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    5. Change or Update the Division(s)
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These are additional things you can do post Task creation within the 'Task Details' window. To open, simply click the 'Task Name'.
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  1. You can 'Edit Task Name' and Add 'Task Description'. Clicking outside of the free-text area finalizes and saves your input
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  2. Add Categories. Another way to 'Tag' your tasks, adding additional ways to organize tasks anyway you choose
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  3. You also can change assignee and division as well as the Start/End Time & Date.
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  4. Additionally, you can add Sub Tasks to your Tasks as well as add Files/Attachments (PNG/JPEG/PDF)
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  5. Lastly, by clicking on the arrow on the right side, you have the ability to add comments and view the change log of the task.
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Using the Action Button you can:

  • Add the Task to a Different List

  • Make it a Private Task

  • View, Edit, or Delete the Task Entirely

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