There are different methods to create a new task:
- By clicking on the +button next to "Task" (in the menu "Activities")
The task isn't linked to a file but to yourself.
- By a file -> tab Activities
The task is linked to a file.
- By the button "Create Task" in an e-mail.
A task is created from an e-mail and is linked to the e-mail and the file.
You see the following fields:
Owner: The owner of the task.
Kind: Put this on task, click "confidential" if other user's aren't allowed to see the task.
Status: The status of the task. This is created by an administrator in the table "Status Task".
Date and Time: When the task must be completed
Reminder: A pop-up window appears automatically when the deadline is almost at its expiration date.
Repetition: Repeat the task every 'x' days/ weeks/ months.
Expiration date: When the task expires.
Type task: Easy to separate task from itself.
Result: The result when the task is completed.
Estimated hours: The amount of hours you think you need to complete this task.
Realized hours: The amount of hours you actually needed.
Subject: The subject of the task. (This is a required field.)
Attachments: At this tab you can add attachments that are relevant for the task.
For creating a task, the administrator needs to set up the following things:
- Table 'Type Task'
- Table 'Result Task'
- Table 'Status Task'
- Set up the Triggers (for example as a result of the Status)
- Create a notification e-mail template.