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Add a Task
Within an element, you can create a record for each task that you want to add to the element.
Add a Task Record
Display the properties of the element to which you want to add the task record, and click on the 'Add New' button. A menu displays offering options to add various features to the element. Select the 'Add task' option. The 'Add task to <element name>' dialog displays.
Mandatory fields on the dialog are indicated by a red asterisk (*).
Complete the fields as directed here.
Field |
Action |
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Name |
Type an appropriate and meaningful name for the new task. |
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Status |
Click on the drop-down arrow and select the appropriate task status; that is:
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Priority |
Defaults to 'High'. If necessary, click on the drop-down arrow and select the appropriate priority value; that is:
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Requested by |
Click on the drop-down arrow and select the name of the person requesting the task. This defaults to the name selected for the previous record. |
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Requested on |
Defaults to today's date. If necessary, click on the calendar icon and select the correct date on which the request was made. |
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Completed by |
If the task has been completed, click on the drop-down arrow and select the name of the person who completed it. |
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Completed on |
Click on the calendar icon and select the date on which the task was completed. |
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Version |
Type in a version number or letter to indicate any evolution of the same task. Defaults to '1.0', indicating the first instance of a task. |
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Description |
Type in a description of the task, what it is, what the objective might be, and why it is required. You can format this text using the facilities provided in the Notes toolbar. These are:
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History |
If there is any background to this task, such as previous occurrences, document them here (you might copy the 'Description' from the last version or iteration of this task, for example). It is recommended that you include a date stamp and user initials in the entry. You can format this text using the facilities provided in the Notes toolbar. |
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Add |
Click on this button to submit the details and create the task record on the selected element. This message is displayed: Task <name> was successfully added to <element name>. Either:
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Add & Close |
Click on this button to add the Task item (as described above) and also Close the dialog. |
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Close |
Click on this button to close the dialog. |