To create a new task, perform the following steps:
- On your Home page, click Tasks > Tasks. The Tasks page opens.
- Click + Add new task button. The Add Task window opens.
- Click Assignee and the Search Assignee search box opens. In the search box, enter the employee name or employee ID for whom you want to assign this task.
- In the Task Name textbox, enter the name of your task. Task Name is a mandatory field, and you must enter a task name to create a task.
- Click Due On and select the due date of the task from the calendar.
- Select the Priority option as per requirements.
- In Write a description textbox, enter your description that explains the task details.
- Click the Comments tab and add your comment in Comment here text box. You can also attach a file here by clicking the Attachment icon.
- Click the Tags tab and click +Add Tags. Enter the required tag name in Search Tags search box and select the required tag from the search results. You can also create new tags here. Enter the required tag name in Search Tags search box and hit enter on your keyboard. The entered tag will be created as the new tags.
- Click Followers tab and click +Add Follower. Enter the required follower name in Search Follower search box and select the required follower from the search results.
- Click Save Changes. Your new task is now created.
Related Links:
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- Documentation Page - To learn more about the tasks, click here.
- Video - To watch the video on the ESS portal, click here.
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