How to create a task

This is a quick way to schedule a task for someone.

By default, a task captures title, task owner, and due date. If you’d like to capture additional information, you can do so by adding to the template.

How to create a task

To create a task, click admin in the bottom left of the screen.
Select task types and click create task configuration.
Enter the title and select issue as the task type.
Add a section and enter the fields required for your task.
- In this example we are creating a purchase order task where we will capture the item, unit type, and quantity.
Once all looks good, click save, and publish.

Now when you click the Create Task Button you can select what task you want to create in the drop down.

In this example, we’re going to request Paula order some supplies. We fill in the details, click create. And now we’ll see this task is in Paula’s to do list.