How do I create and manage a task?

You can create and manage tasks in both the global and event views.  Creating a task in the event view will automatically associate the task with that event, creating in the global view allows you to associate the task with any of your events or leave it as a personal task (not associated with any event).

Creating a task

  • Select Add Task
  • Add a name to the task (required)
  • Optional details:
    • Assign to yourself or other users within your organization
    • Set priority (high, medium, low)
    • Set due date and optional automated reminders to complete the task
    • Set status (open, in progress, closed)
    • Add a detailed description
  • Select Add Task
  • Once the task is added, you will be able to add comments and documents.
  • All task details are editable once the task is created