The Basic Details section defines the core information required to create a Task.
All mandatory fields must be completed before the Task can be created.
Field | Description |
Start Date (mandatory) | Select a start date for the Task. |
Due Date (mandatory) | Select a due date for the Task. |
Task Name (mandatory) | Input a name for the Task. |
Task Owner (mandatory) | Select a user that will be responsible for Task completion. |
Description (optional) | Enter a description to describe the Task. |
Task Checklist
The Task Checklist allows required items to be defined for Task completion.
Checklist items must be completed for the Task to be completed.
How Do I Add a Task to the Task Checklist?
In the Create New Task panel, click Add Checklist Item.
In the Add Checklist Item pop-up, enter the Checklist Item description and due date.
Click Save.
The Checklist Item will be added under Task Checklist.
TIP: You can repeat these steps for as many Checklist Items as required.