Create or Edit Task List

To learn what task lists are and what they are used for, refer to What You Can Do with Tasks and Task List Templates.

Note: You must have permission to create task list templates. If you think you are supposed to be able to create task list templates, but you do not see the Task List Templates folder, contact your portal administrator.

To create or edit a task list:

  1. If the Task List Editor is not already open, open it:

    1. On the Notifications tab, expand the Task List Templates folder as necessary, and open the desired folder.

    2. Open the Task List Editor in one of the following ways:

  2. In the Name box, type a clear and concise name for this task list. Users will see this name when they select a task list during notification creation.

  3. In the Description box, type a brief description for this task list.

  4. In the tasks section, specify the tasks for this task list:

  5. If necessary, click Folder, to select a different folder in which to store this task list.

  6. When you are done, click Finish.