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:

  1. Tap to open the issue from the Issues list.

  2. Tap Edit to open the Edit Issue screen.

  3. Tap Assign Task to open the Tasks screen.

  4. Tap Add Task to open the Create Task screen.

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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.