Instructions
1. Go to the task module and click New task.
Info: When registering new tasks, the options depend on which types are set up and what is configured for the types.
The task type Maintenance has its own new buttons. It is a shortcut for registering tasks with that type and it takes you directly to the task form. Which task types are to have their own new button is configured under configuration of basic data in the control panel.
2. Select the task type by clicking the type.
Note: If there is only one type, the type selector is not displayed when creating a task.
3. Enter information about the task such as the name, status, details and when the task is planned to start and end. In the notes field, you can give a more detailed description of the task. Click Save or Save and close form when you are finished. The fields marked with red asterisks are required fields that must be completed in order to save the task.
