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.

Parameter	Description
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. - Hours: Select the number of hours before which the system should send an email reminder to the assigned technician. - Minutes: Select the number of minutes before which the system should send an email reminder to the assigned technician. The minimum value is 15 minutes. - 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 attached, you can preview or even delete it using the respective icons.

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