Creating Tasks and Team Activities

Creating a New Task

Navigation → Tasks → Processing → All Tasks

1. Add new task using the  icon on toolbar. 
2. Name the task.
3. Add description.
4. Assign to person responsible.
5. Link to a Team Activity if necessary.

Press OK and save using the CTRL + S shortcut.

1. Select Responsible tab in window on far right of screen.
2. 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

1. Add a new Team Activity.
2. Capture Company
3. Capture Workspace and 
4. Name the Team Activity.

Select OK and save using the CTRL + S shortcut.