First, click on Tasks from the left navigation menu. 

Note: Users must have the View Tasks Page privilege to see the task link in the left navigation menu. To add, remove, or modify privileges please contact the User Admin for your organization. 

Next, click Create Task. 

The Create Task modal will open. 

If the Task Assigner and Assignee are the same person, the details field will change to an Assignee Response field. However, if the Task Assigner differs from the Assignee, the details field will be called Details.

Related Party is optional, but to select a party, begin typing in the Related Party field and choose from the drop-down list. 

Note: The Individuals and Organizations drop-down list is populated from master data. 

When creating a task, a user can add attachments by clicking the Add File(s) button. 

Uploaded files can be deleted before and after task submission by clicking on the Trash Can Icon next to the file you want to delete and then confirming your action by clicking Yes.

Note: Multiple files can be uploaded for a single task, however, executable files or files larger than 50 megabytes cannot be submitted. 

Both the assignor and assignee have the option to add Tags in the freeform text field. Tags will be saved in the drop-down menu for future use. 

If the user is assigning the task to themselves, there is the option to Cancel, Save as Draft, Assign Task, or Complete. 

However, if the user is assigning the task to someone else, there is the option to Cancel, Save as Draft, or Assign Task.

Once Assign Task is clicked, the system will: a

• Submit the task for review.
• Send an email to the assignee.
• Change the task status to In Progress.
• Redirect the user to the main Tasks page. If the task was assigned to yourself you will see the task in the My Tasks tab. If the task was assigned to another user, the task will be visible in the My Tasks for Others tab.  

Note: The following tasks are associated with viewing and/or creating tasks within requests. To add, remove, or modify privileges please contact the User Admin for your organization. 

To create a task associated with a specific request, you must first open the request you wish to link to the task. Then, from the View Request screen, click on the Tasks tab. 

In the Tasks tab, click Create Task. 

The Create Task modal will open. 

If the Task Assigner and Assignee are the same person, the details field will change to an Assignee Response field. However, if the Task Assigner differs from the Assignee, the details field will be called Details.

Related Party is optional, but to select a party, begin typing in the Related Party field and choose from the drop-down list. 

Note: The Individuals and Organizations drop-down list is populated from master data. 

When creating a task, a user can add attachments by clicking the Add File(s) button. 

Uploaded files can be deleted before and after task submission by clicking on the Trash Can Icon next to the file you want to delete and then confirming your action by clicking Yes.

Note: Multiple files can be uploaded for a single task; however, executable files or files larger than 50 megabytes cannot be submitted. 

Both the assignor and assignee have the option to add Tags in the freeform text field. Tags will be saved in the drop-down menu for future use. 

If the user is assigning the task to themselves, there is the option to Cancel, Save as Draft, Assign Task, or Complete. 

However, if the user assigns the task to someone else, there is the option to Cancel, Save it as a Draft, or Assign  Task.

Once Assign Task is clicked, the system will: 

• Submit the task for review.
• Send an email to the assignee. 
• Change the task status to In Progress.
• The task will be displayed along with any previously assigned tasks in the Task tab.