Creating Tasks for Object Records

You can create tasks for Project Objects and assign them to users. The Task modal will include the Name, Assignee, Priority, Collaborator, Deadline and Description.

For more information on working and managing tasks, see Viewing Tasks in the Application.

To create tasks

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Tasks tab.
  5. Click the Add Task button.

    The Add Task modal appears.

  6. Complete the fields to define the task details.


    Field
    Description
    Task Name

    Enter a unique name for this task.

    Assignee

    Choose from the available users in the account who will be the assignee.

    Priority

    Choose from the available Priority levels: Low, Medium, High, Critical.

    Collaborators

    Choose from the available users in the account who will act as a collaborator on the task.

    Deadline

    Enter a deadline for the task.

    Description

    Enter an optional description task.

  7. Click the Save button. tab.
    The new task will be added to the list the Tasks tab.

To delete tasks

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Tasks tab.
  5. Hover over the row of a task to reveal the Context Menu icon.