Add a Task

You can add a standalone task to serve as a reminder to yourself, or you can add a task to a specific record when you are working on the record.

When you add a task, you define its name, the staff member it is assigned to, relevant dates, and other task information. You can also associate it with existing records. When you add a task in a workgroup, clicking the OK button accepts changes made to the record and closes the subtab. However, it does not save changes to the database until you click Save or Save and Close.

1. Do one of the following:
   • Click New.
   • If your navigation set is configured to add tasks from the file menu, click File and select Task.
   • If you want to add a new task from an open record (such as an incident) or from items like mailings and campaigns, click Add New.
   The new task opens in a separate window.
2. Enter field information.

   Task Fields

   Field	Description
   *Name	Enter the name of the task.
   Assigned	This field defaults to your name in the standard tasks workspace, but you can click the drop-down list to assign the task to a different staff member if you have permission.
   *Status	Click this drop-down list and select a status. The status options include Not Started, In Progress, Completed, Waiting, and Deferred.
   Percent Complete	Enter a value for the percentage of the task that is complete.
   Priority	Click this drop-down list and select Low, Normal, or High as the task’s priority.
   Due Date	Click this drop-down list to open the current month’s calendar and select the date the task is due. Use the arrows at the top to change the month if necessary.
   Planned Completion	Click this drop-down list to open the current month’s calendar and select the task’s planned completion date.
   Date Completed	Click this drop-down list to open the current month’s calendar and select a completion date for the task.
   Task Type	Click this drop-down list to select a task type. When you select a task type, the associated record on the right side of the content pane is highlighted to indicate that it is a required field. In other words, if you define a task as having an Opportunities task type, you must select an opportunity for the task. You do not have to select a task type if you do not want to associate the task with a specific record. If you are adding the task from an open record, the task type selection defaults to the type of record being edited.
   Notes	Enter any notes about the task in this field.

3. To associate the task with a record:
   1. Click Search to the right of the Record field.
   2. Enter information in the search fields.
   3. Select the record you want to associate with the task.
   If you have selected a task type, you must make a selection for the associated record (opportunity, organization, contact, incident, answer, campaign, mailing, survey, or document).
4. To attach files to the task, click the Attachments tab.
5. To view the audit log for the task, click the Audit Log tab.
6. To add notes to the task, click the Notes tab:
   1. Click Add.
   2. Enter your comments in the field.
   3. Click the Task Note drop-down list to select the channel through which you gained the information you are adding to the note.
   Add notes to the task when you want to provide information for other staff members. Notes are not visible to customers.
7. Click Save.
   If you added the task on a subtab of a workgroup, all records in the workgroup will be saved.