Creating a new Task : Help Desk

Creating a new Task Print

Created by: Charles Levinson

Modified on: Mon, 4 Mar, 2019 at 1:48 PM

To create a new Task open the Goal and either just type the Task name into the ‘Quickcreate Task’ area or use the Task Wizard to guide you through all the options of setting up a Task.

TIPS:

You can add extra details to a Task after you have quick-created it.
New Tasks will appear at the top of the page but can be dragged in specific order in edit mode (see Advanced Goals Guide)

Charles is the author of this solution article.

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Creating a new Task Print

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