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Create a Task

If you want to create a new Task, click 2018-03-27_0609.png at the top of the screen.

All of your organization’s templates will be listed in the resulting drop-down menu, with the workflow denoted by the icon alongside its name:

  • 2018-03-27_0610_003.png - An Improvement template or a grouping of Improvement templates.

  • 2018-03-27_0610_002.png - An Incident template or a grouping of Incident templates.

  • 2018-03-27_0610_001.png - A Project template or a grouping of Project templates.

  • 2018-03-27_0610_004.png - A Task template or a grouping of Task templates.

  • 2018-03-27_0610.png - A Chart template or a grouping of Chart templates.

Click the name of the template you want to use to create your new Task. 


In the resulting window:

NOTE: Your Task template might not include all of these fields and options. That's alright! It just means that this template has been simplified by your organization.

  • Depending on the type of Task, you'll be prompted to fill out various optional or required fields and Attributes. You will be required to enter a short summary of the Task - this field is often called the “Title,” but that may have been customized by your organization.

    Once you’ve entered the title, a blue badge will appear next to the magnifying glass if there are any Projects or Improvements with a similar title. It will look something like this: 2017-08-17_1605.png The number displayed on that badge correlates to the number of similar items.

    Hover over the magnifying glass icon to see a list of the titles of those similar items or click the icon to open a more detailed list. 

  • If you want this Task to be nested under an Improvement or Project, enter that item's name in the "Parent" field. If you want this Task to be stand-alone - not nested under any other item - leave this field blank.

  • Open the Status & Team section to choose the status into which this Task should be entered, its team, and its Locations.

    • Click the status you want this Task to enter after submission. The status you pick may trigger the appearance of certain required and optional fields.

      If you pick:

      • New - You will not be required to enter any additional information.

      • Planned - You can choose between:

        • Decide Later - An optional "Due Date" field will appear.

        • Specific Date - A required "Start Date," "Due Date," and "Responsible" field will appear.

        • Dependant On - A required "Completion Of," "Days to Complete," and "Responsible" field will appear. You can add however many items as necessary to the “Completion Of” field.

          NOTE: If all the items you enter in the “Completion Of” field are already completed, this item will enter the Active status rather than the Planned status.
      • Active - A required "Due Date" and "Responsible" field will appear. The start date will be automatically be listed as the current date.

      • Deferred - A required "Review Date" field will appear.

    • Enter the names of everyone who came up with this Task in the "Author(s)" field
    • Add anyone else who will be working on the Task to some capacity in the "Collaborator(s)" field

    • Add any other people you think need to stay informed about the Task in the "Followers" field.

    • Pick under which Locations this Task should be nested. By default, the "Location(s)" field will be filled in with the Locations of the Task's Author(s) and Responsible Person.

  • Add any attachments to the Task. You can:

    • Drag and drop the file you want to add onto the "Create" window, or

    • Click 2017-08-18_1547.png and pick the file you want to attach in the resulting window.

  • Add any links to the Task by clicking 2017-08-18_1549.png. In the resulting window, enter what you want the link to be called in the "Name" field and the address to the link in the "Address" field.

  • Click 2017-08-18_1605.png.


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