Create a Task

You can set up tasks to track your work, including requests, help users follow processes for getting things done, and set up reminders when performing planning and tracking activities.

You must have the appropriate security privileges to create a task.

To create a task:

1. Click a link for the entity to which you want to add a task.
2. On the Tasks tab, click Create.The Create Task page appears.
3. Enter the attributes.
4. Save.