How to add a Standalone Task?

To Create a new Standalone Task

• Click on the New Task button located to the right of the My Task screen.
• The following fields will appear –

Field Name	Format	Description
Assign To	Drop Menu	This option allows the user to select the individual to whom the task will be assigned
Due Date	Date	This is the date that the task is due for completion
Priority	Drop Down	Set a priority if Task Priorities have been set up in Administration, Type Maintenance
Also send email to assigned	Tick Box	When saved, if ticked, the person the task is assigned to will receive an email notifying them that a task has been assigned to them.
Description	Free Text	An explanation of the nature of the task can be added here
Created By	Pre-filled	This shows by default the person who created the task
Created Date	Date – pre-filled	This is the task creation date

• Click on the Create button.
• You will now be returned to the My Tasks screen.
• The new Task can now be seen.