Below the Notes tab, is the Task Section tab. Upon opening, there will be a new window with a +Create Task button, on the upper-right side of the Task window (below the Task title).

Open

Note: Any task can be editing by the author, ADMIN, or LOCAL_ADMIN role on all tasks in the current installation.

1. Click the Create Task button. This will open and Add Task window, as seen below. Use the editing dialogs and drop-downs to fill out all the necessary information.

2. Input a name for the Title of the subscription. Make it brief, but descriptive. There will be a summary further down where you can explain the task.

3. Under the status, if this is an initial task created, then click Open. Once a task is created it can be moved from Open, to In Progress, In Review, or Done.

. Now, select your priority. You can select from Low, Normal, Critical, or High. The priority will also be represented by a color-coded vertical line on the left side of the task placard.

5. Select an assignee.

The list of the Assignee’s is located and derived from the User Management tab in the Admin section. The Assignees will appear on this list if they are enabled in the profile.

6. In the summary section and put a detailed description of the tasks you want to perform with all relevant information.

7. Add any tags needed to relate to the task at hand.

8. Now, select the Area, Line, Station, Asset object to link the Task to.

9. Review what you entered the add task window. If everything is correct and click the submit button on the bottom right side.

Open

This column is separated by each user. For each user, the tasks are separated into different columns. The first column will be the Open task column. This is the assigned task section, in which no actions have been performed.
The place card will display the Name of the task, below the name will be the Summary description for the task.
Then it will show the article, or the object selected that it is based on.
Then it will show the assigned recipient.
The date of the creation, tags or labels, and the address of the object or article are placed below.

Progress

Editing Task

Next is the In Progress section. This section will be where the task will be placed when it is being worked on or in progress. Once it is finished here. it could be placed in the next section, the "Review" section.

Review

From here the task will be reviewed.
After the review, if everything is ready to be completed, this task can be moved to the done section simply by grabbing it and sliding it over to the done section.
If the task is not finished and needs more work, it can be moved back to the In Progress section.

Done

The last section is the done section. When tasks are placed here, they are considered done or completed.
This can be reviewed to check on the status of a task. If something changes, in one of the tasks that are in the done column. it can be moved to the review or in progress areas. as needed.