Create a Task for a Source Entity
-
Open the source entity you want to add the task to.
-
Select the Tasks tab.
-
Select the Create new task
icon.
-
Enter a meaningful title for the task in the Title field.
-
Enter a detailed description of the task in the Description field.
-
To use a template your administrator has set up for creating tasks, select Attach Template.
-
If you don't want the task to be processed yet, select the Draft checkbox.
-
Select the level of urgency for the task in the Priority drop-down.
-
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.
-
-
To classify the task, select the required option in the Classification dropdown.
-
Select Save.