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Content highlighted in yellow is new in 12.03.
Content highlighted in blue is new in 12.04.
Creating a Task
Tasks must be linked to an issue and can therefore only be created from within the Create/Edit Issue screen.
To begin adding a task to an issue you are creating, tap Assign Task on the Create Issue screen.
To begin adding a task to an existing issue:
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Tap to open the issue from the Issues list.
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Tap Edit to open the Edit Issue screen.
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Tap Assign Task to open the Tasks screen.
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Tap Add Task to open the Create Task screen.
Complete the fields as follows. The mandatory fields are marked with a red asterisk.
Task Subject |
Enter a short description of the task. This will be displayed in the Tasks list. |
Trade |
Select the trade of the person who will be assigned to this task. |
Due Date |
Enter the due date for the completion of the task. |
Company |
Select the company of the person who will be assigned to this task. |
Assignee |
Select a person to assign to the task. |
Cost Code |
Select a cost code to link to this task. |
Instructions |
Enter instructions for how to complete the task if necessary. |
Tap DONE or Save to save the Task.