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How to Create a Task

This lesson will show you how to create a task for one of your users to perform regarding a specific client (See How to Create a New Client)

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client or create a New Client

2. Click on clients First or Last name

Create New Task

Create New Task

Scroll to the bottom of the client detail page and click on the Create New Task button

Task Subject

Task Subject

Choose the desired subject from the Subject drop down menu

** --Other-- will allow you to create new subjects for use in your activity or you can go to Admin -> Client Activity Subjects to create new options

Task Details

Task Details

1. Choose the User that you wish to assign the task too (See How to Add a New User)

2. Attach a file if desired

Task Status

Task Status

Choose the current status of the task from the Status drop down menu

Task Dates

Task Dates

Set the due and completion dates for the task

Task Message

Task Message

Enter a message into the white space regarding the purpose of this task and click on Save

Active - Activity Tasks

Active - Activity Tasks

A list of active tasks for the client are listed, you can click on the Subject name to access the task information and make edits or changes

Task Icon

Task Icon

In the top right corner of your account the task icon will be active and have a numeral in the upper right corner denoting how many tasks are associated with the currently logged in user

Task/Activity Report

Task/Activity Report

Use the filter to find specific tasks and click Generate

Utilizing Report

Utilizing Report

Clicking on the subject for any listed task will open the task details in a new window so that you can update or edit the information

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