Permission Required

Access to Tasks include View, Create, Edit, and Delete permissions.

Create Tasks

1. In the Tasks module, click Create Task.
   
2. In the  Create Task  page, specify the task details. 
   
3. Click Save.
   

Note

1. Tasks will be closed, only when the Status of the task is updated as Completed.
   
2. The status, Completed, is a system defined field. An alternate custom field with the same label will not close the task automatically.
   

1. Select the repeat type as Daily, Weekly, Monthly or set a custom repeat type from the drop-down list.
   
1. If you choose Custom repeat type, do the following:
   
1. Select the Frequency as Daily, Weekly, Monthly or Yearly.
   
1. Daily: In every [x] days, specify the number of days after which the task should be repeated.
2. Weekly: In every [x] weeks, specify the number of weeks after which the task should be repeated along with the exact day.
3. Monthly: In every [x] months, specify the number of months after which the task should be repeated along with the date or day of the month.
4. Yearly: This allows you to specify the date or day and month in which the task should be repeated.
2. In Ends, choose when the task should stop:
   
1. Never - Task will never be terminated.
   
2. After [x] Times - Task will be terminated after the number of times specified here.
   
3. On [Date] - Task will be terminated on the specified date.
   
   

Note

1. Due date should be specified to set repeat type.
   
2. When the repeat type is chosen as Daily, you can choose to exclude Weekends and Holidays.
   
3. When the repeat type is chosen as Monthly, you can choose to set the due date of your task to the next business day if the selected due date is not a working day.
   

Set reminders for tasks 

1. When creating a task or editing it, toggle on the Reminder switch.
   
2. In the pop-up, specify when you want to be reminded.
   
   You can choose a specific date and time or number of days/weeks/months before the due date at a specific time.
3. Choose a Repeat Type from the drop-down list.
   
4. Select how you want to be notified from the drop down list.
   
   You can choose from Email, Pop Up or Both.
   

Note 

1. If you are creating a task for other users, you can notify that user via email, by selecting the  Notify Owner checkbox from the top panel. 
   The user will be notified when:
   
1. A new task is assigned to another user.
   
2. Owner of an existing task is changed to another user.
   
3. A task is completed. 
   

Edit tasks

1. Select the task and click the Edit icon.
   

1. Single task to recurring
   If you have created a single task and want to change it to recurring type then you can edit the task and configure the appropriate repeat type. 
2. Stop Recurring tasks 
   If you have created a recurring task and want to stop it, you can do so by editing it. You can toggle off the repeat configuration which deletes all your upcoming tasks too.
   

Note

1. When the repeat type is turned off, the task which you are editing along with all the upcoming tasks can be removed.
   
2. If the repeat type is turned off for the first task in the repeat sequence, then the recurring task will be converted into a single task.