Creating a Task

You can create tasks manually as well as automatically using a Task Schedule.

To create tasks manually, you can create in two ways:

1. From the Details page of Request, Problem, Change, Release, and Project modules respectively. Here, creating a task from the Request module is shown.

2. From the My Tasks menu as shown below.

Both the options open up a popup, where you need to fill in the details.

• Subject: Enter the subject of the task.
• Assigned to: Select the technician to whom you want to assign the task.
• Task Type: Select the task type.
• Technician Group: Select the technician group to whom you want to assign the task.
• Start Date: Select the date when the task should start.
• End Date: Select the date till which the task should end.
• Status: Select the status of the task.
• Priority: Select the priority of the task.
• Notify Before: Set the hours, days, or minutes before which the technician should be notified about the task.

1. Hours: Select the number of hours before which the system should send an email reminder to the assigned technician.
2. Minutes: Select the number of minutes before which the system should send an email reminder to the assigned technician.
3. Days: Select the number of days before which the system should send an email reminder to the assigned technician.

• Description: Enter the description of the task.
• Attach Files: Attach the relevant files if required.

Once done, click Add and the task appears in the list. Similarly, you can create a task from other modules.