Instructions
1. Go to the tasks 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 types Measure and Risk, existing measure have separate new buttons. These are shortcuts for registering the tasks with those types and take you directly to the task form. Which tasks are to have separate new buttons is selected during static data configuration 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. If one of the task types does not have its own new button, you must select a type before you reach the task form.
3. Enter information about the task such as the name, when the task is planned to commence and end, resource requirements, etc. Click Save or Save and close when the form is completed. The fields marked with red asterisks are required fields that must be completed in order to save the task.
Note: Selections made in the control panel affect the layout of the task form and the procedure.