How to Create a Task

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There are two ways to create a Task

  • From Task list.
  • From Client Page

From Task list:

  • Go to Tasks from the menu on top left.
    • Menu > Task.
  • Click + New Task.
  • Select the client you want to create a Task.
  • Select DepartmentRequest Type and options if applicable. These details will help you categorize tasks better.
  • Click Create to create Task.

From Client page:

  1. Go to client list from the menu on top left. 
    • Menu > Clients.
  2. Open client you want to create the task for.
  3. Select DepartmentRequest Type and options if applicable. These details will help you categorize tasks better.
  4. Click Create to create Task.

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