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Add a Task

Add a Task Record

In the drop-down menu, select the 'Add task' option. The 'Add new task to <element name>' dialog displays.

Mandatory fields on the dialog are indicated by a red asterisk (*).

Complete the fields as directed here.

Field

Action

See also

Name

Type an appropriate and meaningful name for the new task.

Status

Click on the drop-down arrow and select the appropriate task status; that is:

  • New
  • Verified, or
  • Complete

Priority

Defaults to 'High'. If necessary, click on the drop-down arrow and select the appropriate priority value; that is:

  • Medium, or
  • Low

Requested by

Click on the drop-down arrow and select the name of the person requesting the task. This defaults to the name selected for the previous record.

Reported on

Defaults to today's date. If necessary, click on the calendar icon and select the correct date on which the request was made.

Completed by

If the task has been completed, click on the drop-down arrow and select the name of the person who completed it.

Completed on

Click on the calendar icon and select the date on which the task was completed.

Version

Type in a version number or letter to indicate any evolution of the same task. Defaults to '1.0', indicating the first instance of a task.

Description

Type in a description of the task, what it is, what the objective might be, and why it is a required.

You can format this text using the facilities provided in the Notes toolbar. These are:

  • Bold
  • Italic
  • Underline
  • Numbered list
  • Bulleted list
  • Superscript text
  • Subscript text
  • Set color of selected text

History

If there is any background to this task, such as previous occurences, document them here (you might copy the 'Description' from the last version or iteration of this task, for example). It is recommended that you include a date stamp and user initials in the entry.

You can format this text using the facilities provided in the Notes toolbar.

Add

Click on this button to submit the details and create the task record on the selected element.

This message is displayed:

     Task <name> was successfully added to <element name>.

Either:

  • Work through the fields again, defining another new task request on this element, or
  • Click on the icon to return to the 'Properties' view of the element, now showing the new record in the 'Tasks' panel

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