Creating Tasks

Task types, projects, components, and departments may need to be added before completing this step. See ‘Adding Work Order Types’, ‘Creating Projects’, ‘Creating Components’, and ‘Adding Departments’ for more details.

• In the header nav bar, navigate to ‘Tasks’.
  

  

• Click the ‘Create Task’ button.

  

  What is a task?

• Fill out the relevant information in the following modal, and then hit create.
  

  

  What is a task type?  What is a project?  What is a component?  What is an allocation?  What is a department?  What is a status?

• Repeat as necessary for each task.

  • Tasks may also be created via the ‘Create’ menu in the upper-right area of the header nav bar.