Motadata Docs

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.
Adding Tasks from the Details page
Adding Tasks from the Details page
  1. From the My Tasks menu as shown below.
Creating Task from My Task menu
Creating Task from My Task menu

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

Creating or Adding a Task
Creating or Adding a Task
  • 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.

On this Page