To Create a Task

Follow these steps to create a task.

From the Navigation pane, select the Home icon. The Create new card appears.
Select Tasks.

Tip: If necessary, click More... to expand the list.
The Create a Task Worfklow page appears. For example,
Select the template that you want to use for the task.
Tip: You can enter the Name, Description, and/or Classification to filter the list until you locate the template that you want to use for the task.
Click Create and edit ( ). The task is created, and opens in edit mode.
Edit or enter the task Number, Name, and Description.
Enter the remaining task information as needed.
Note: Task details vary depending on the selected template.
When you are finished, click Save and close ( ).