Creating Tasks
You can add tasks to templates or schedules. If you create a task in a template, you assign the start and end date as days before or after Day Zero. If you create a task in a schedule, you select calendar dates for the start and end dates.
You can group tasks under parent tasks to provide a simpler view of the close process. After viewing upper-level parent tasks, you can then drill into the underlying tasks. Child tasks of parent tasks may have different owners than the parent task.
You can create a task using any of these methods:
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On a Task List view, click Actions, and then New.
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Drag and drop the Task Type onto a template or schedule in a view.
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Right-click on a task and select New.
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Right-click on a day/date and select New.
Then enter information in the task tabs: