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Create a Task

If you want to create a new Task, click "Create" at the top of the screen.

All of your organization’s Task, Improvement, and Project types will be listed in the resulting drop-down menu, with Tasks signified by a 2017-08-18_1602.png, Improvements by a 2017-08-18_1602_001.png, and Projects by a 2017-08-18_1602_002.png. Choose the type of Task you would like to create and click it.


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.

  • Click "Team" to see the team and Location fields.

    • If you're entering this Task on behalf of someone else, enter their name in the "Author(s)" field. A Task can have multiple authors.

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

      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.
    • 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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