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Creating Tasks - Where You Can Create Tasks

This article will show you where you can create tasks.

S
Written by Support Manager
Updated over 2 years ago

Tasks can be created in 3 different places on the platform.

  1. From the Task List Button in the Upper Right Menu.

    1. Click on the New Task button at the top of the drop-down menu.

      1. This will open a pop-up that will allow you to fill out the task form. When you click Create Task the Task Pop-up will close and you will be right where you were before.

  2. New Task Button on the Task List.

  3. Click on the Drop Down Next to the Comment Box on a Completed Report.

    1. Creating a task from here attaches the task to the specific question and response from that Completed Report.

    2. This is different from creating tasks from other places because the task question and response information is attached to the task.

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