Manually Add a Task
Instructions to manually add a task using the New Task button.
Most tasks are created automatically through processes. However, there may be times when you want to manually add tasks.
Add a task related to a record:
Add a task not related to a record:
All tasks display on the assigned user's dashboard when they go to Home, then click the My Tasks tab. If the task is related to a record, it also displays in the Tasks panel for that record.
Task Fields
A list of fields you'll find in the New Task tool and their definitions.
Example of a Task:
- Assigned To
- The User or User Group that needs to take action on the task.
- Complete When
- If you assign the task to a user group, you must define when the task is complete:
- A Majority (50% or More) Complete: Require at least 50% of the User Group to agree to approve or reject the task. The task won't be complete until at least 50% of recipients reply to it in the same way.
- All Users Complete: Require all users in the User Group to agree to approve or reject the task.
- At Least One User Completes: Allow any individual user of the User Group to approve or reject the task.
- Title
- Descriptive name for the task.
- Start Date
- Optional. When the task starts.
- Due Date
- When the task is due.Note: If a process step created the task and there is no specified deadline, the due date will be calculated five days after the start date.
- Task tab
- Enter details about the task, such as what the user or user group needs to do to accomplish the task.