Add Task

To Add a new Task

Using the mouse, click the Add button on the tab toolbar

The Task Editor will now be displayed:

The Editor is divided into the following two sections:

The Item Information Panel

contains peripheral information about the Task and the following fields are available for completion:

Project: The project for which the change request belongs:

Task Name: Enter a name for the task (Similar to a subject field)

System: Select the System for which the change request affects

Notes: Free form editor to describe the task

Created By: Select the originator of the task

Created On: Select the date the task was created

[Tip] For all date fields, you can simply double click the box to enter today's date.

Assigned To: Select who will have overall responsibility for the task

Target End: Enter a target end date for the task

System: Select the system associate with the task

The Task Status Panel

The task status panel contains the following fields:

Priority: Select a priority for the task

Status: Select the initial status of the task

Started On: Enter the date that the task was actually started

Completed On: Enter the date that the task was actually completed

Complete Check Box: Check the box if complete

The Task Notes Editor

Rich text Editor

Click Save:

When you have entered all your information, then simply click the Save button and the task will be added and be visible to all users.