Create a Task for a Source Entity

  1. Open the source entity you want to add the task to.

  2. Select the Tasks tab.

  3. Select the Create new task icon.

  4. Enter a meaningful title for the task in the Title field.

  5. Enter a detailed description of the task in the Description field.

  6. To use a template your administrator has set up for creating tasks, select Attach Template.

  7. If you don't want the task to be processed yet, select the Draft checkbox.

  8. Select the level of urgency for the task in the Priority drop-down.

  9. Use either of these methods to specify a completion date for the task:

    • Enter a date in the Expected completion date field.

    • Select the Calendar icon > Select a date.

  10. To classify the task, select the required option in the Classification dropdown.

  11. Select Save.