Creating a New Task
Navigation → Tasks → Processing → All Tasks
- Add new task using the
icon on toolbar.
- Name the task.
- Add description.
- Assign to person responsible.
- Link to a Team Activity if necessary.
Press OK and save using the CTRL + S shortcut.
- Select Responsible tab in window on far right of screen.
- Reassign task if necessary.
Save changes by using save icon on toolbar or CTRL + S shortcut.
Creating a Team Activity
Navigation → Tasks → Processing → Team Activities
- Add a new Team Activity.
- Capture Company
- Capture Workspace and
- Name the Team Activity.
Select OK and save using the CTRL + S shortcut.