To Create a Task
- From the Navigation pane, select the Home icon. The Create new card appears.
- Select Tasks. The Create a Task Worfklow page appears. For example,
- Select 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.
- When you are finished, click Save and close ( ).