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:

• On a Task List view, click Actions, and then New.

• Drag and drop the Task Type onto a template or schedule in a view.

• Right-click on a task and select New.

• Right-click on a day/date and select New.

Then enter information in the task tabs:

• Setting Task Properties

• Setting Task Parameters

• Specifying Task Instructions

• Selecting the Workflow

• Adding Task Questions

• Setting Task Access

• Setting Task Predecessors

• Applying Task Attributes

• Working With Task Rules

• Viewing Task History