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Add a Task to an Improvement

To add a Task to an Improvement:

  • Navigate to the Improvement to which you want to add a Task.

  • Open the “Tasks” tab.

  • Click in the top right corner of the Tasks section.


 

In the resulting window:



  • Enter a title.

  • (**Optional**) Enter a description.

  • If you want someone else to be recorded as the Author of this Task, enter their name in the “Author” field.

  • (**Optional**) Enter the name of the person to whom you want to assign the Task.

    The general rule is that you can assign a Task to anyone to whom you can assign an Improvement. That person will be notified that you have assigned them a Task. You can request the help of anyone in your organization. That person will be notified that you have requested their help and will be prompted to accept or decline your request. If they decline, they will have to give a reason why.

    If you assign or request someone’s help with the Task, you’ll be prompted to:

    • Enter a start date.

    • Enter a due date.

    • (**Optional**) Enter a comment).

    • If you want someone else to be recorded as the Assigner of this Task, enter their name in the “Assigner” field.

  • Click .

 

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