Create Tasks

In the Tasks tab, click New. Fill out the New Task form using the pointers below and click Save.

Field	Description
Use Task Template	Select a task template to auto-populate the task details. You can select only general module task templates to associate with a release.
Title*	Provide a name for the task.
Status*	Indicate the current progress level of the task.
Description	Briefly describe the objective of this task and its significance.
Group/Owner	Select the group and the technician responsible. You can assign a task immediately or mark the task to assigned when it is triggered. The marked group/technician is not notified until the task is triggered. Learn more.
Priority	Select how important the task is, with respect to resolving the problem.
Task Type	Select the category of the task.
Scheduled Start /Scheduled End	Schedule the tentative dates and time to work on the task.
Actual Start/Actual End	The owner can mark the actual time taken after the task has been completed, either fully or partially.
Estimated Effort	Provide an estimated amount of time the task requires for completion.
Progress (%)	Enter the percentage of work completed so far.
Additional Cost ($)	Add any unplanned costs the task may entail.
Attachments	Add any related information as files of various formats.

* indicates mandatory fields

Quick Add Tasks

Create tasks instantly by clicking Quick Add. Enter the task title and select the task owner. The task will be created and assigned right away.

You can also enter the task title and press Enter on the keyboard.

You can bulk-add tasks from templates. The task details will be auto-populated for all tasks from the templates.

You can edit, delete, or close tasks by clicking on the task list view.

You can delete or close requests in bulk, select the requests and go to Actions menu on the toolbar.

Alternatively you can also edit, delete, or close a task from the task details page.