Users can add tasks from the main dashboard or from the task module for an event.
From the Dashboard- useful when adding various tasks in which not all entries are associated with the same event.
To add a new task from the dashboard, click on in the Associated Tasks section.
From the Task Module- useful when entering multiple tasks all of which being associated with the same event.
Confirm you are working in the event you wish to create tasks for by looking at the event selection drop-down located in the top menu bar. Then click on located in the upper right hand corner of the page.
In the New Task window you are required to enter a Task Name, Event, Functional Area, Status, and Due Date. In addition you can add a description of the task.
Note: All contacts in the selected functional area will be automatically assigned to the task. You can optionally change the assignee(s) of the task by adding and removing contacts from the Assignee(s) field.
If you are creating a single task ad ready to move on, click to save the task and close the dialog.
However, if you plan to create multiple tasks in a row, click to save the task and start your next task entry.