Create a Task

1. Click the Modules icon and select Tasks.



2. In the top right corner of your dashboard, click the three dots and choose New Task.



3. Enter a title for your task and provide any relevant details or information. Fields marked with an asterisk (*) are required and must be completed before the task can be created.



4. You may also select an Equipment or Inventory folder to link the task to a specific item.



5. Assign the task to the appropriate users or user roles who are responsible for completing it.

If an electronic form is required as part of the task, select the relevant form template to attach it to the task.

1. Add a description to provide more details about the task and what needs to be completed.

Use the Notes section to include any additional instructions, reminders, or important information for the assigned users.

You can also attach relevant files or documents to provide supporting information and help users complete the task successfully.

1. Once done, click Submit or Submit and Create Task.

Clicking Submit will only create the task.

If you select Submit and Create Task Due Automation, the task will be created along with an automated alert.

This option also allows you to edit the task details and set up the required automation settings.