Create a Task

Tasks allow you to create and track actions that need to be performed by you or by one of your co-workers. A task can be created as a stand alone object or can be linked to a record in the system such as Individual, engagement plan, or agreement.

When creating a stand alone task, you can keep it isolated or you can choose to link it to another feature in the system to track them together or to track actions that need to be performed in regards to that feature. 

This article covers the following:

• How to create a standalone task
• How to create a task linked to a record
• How to link a record to an existing task
• How to link an existing task to a record.

Create a Standalone Task

1. Navigate to Tasks.
   
2. Click the + Create button.
3. Enter a representative Title for the task and specify additional information in the other fields. 
   • Assigned to: Identifies the person who will perform the task.
   • Description: Gives additional details and the information necessary for the task completion to the person who will be assigned this task. 
   • Priority: Identifies the importance of the task (low, normal or high) to better prioritize the task.
   • Accountable person: Identifies the person overseeing the process and completion of the task.
   • Target date: Identifies the date at which the task needs to be completed.
   • Recurrence: Flagging this box lets you specify a recurrence interval for the task.
   • Latest start date: Identifies a target start date to help manage the completion window.
   • Projects: If available, used to assign the task to a specific project to ensure team data segregation.
   • Files: Used to attach relevant files to the task.
4. Click the Save button.

Create a Task Linked to a Record

1. Navigate to the record for which you want to create a related task.
2. In the left hand record menu, select Tasks.
3. Click either the +Add in-line or the +Add button in the task list page.
   
4. Select Create a new record.
5. Enter a representative Title for the task and specify additional information in the other fields.
6. Click the Save button.

Link a Record to an Existing Task

1. Navigate to the record for which you want to create a related task.
2. In the left hand record menu, select Tasks.
3. Click either the +Add in-line or the +Add button in the task list page.
4. Select Link an existing record.
5. Select an existing task from the Select drop-down list.
   You can also create a new task by clicking the +Create when you mouseover the drop-down list.
6. Click the Link button.

Link a Standalone or Existing Task to a Record

1. Navigate to Tasks.
2. Locate and open the task which you want to link to an existing record.
3. Click the Actions button.
4. Select Link to.
5. Select the type of record to link the task to from the Form drop-down list.
6. Select the record to link it from the specific drop down list.
7. Click the Link button.