Add a Task to a Survey

You can assign new or existing tasks to surveys and edit, delete, and forward tasks to other staff members. You can also view each task associated with the survey.

1. On the Summary tab of an open survey, click the Tasks tab.
2. Enter field information.

   Tasks Tab Toolbar

   Button	Description
   Add	Click this button to display a drop-down menu containing the following options.
   Add New	Select this option to add a new task. See Add a Task for the procedure to complete the fields on this window.
   Add Existing	Select this option to add an existing task. After finding and selecting a task, the task is added to the task list for the survey. See Search for a Task from an Open Record.
   Open	Click this button to open the selected task for editing.
   Print	Click this button to print the selected task.
   Copy	Click this button to copy the selected task.
   Delete	Click this button to permanently delete the selected task.
   Remove	Click this button to remove the selected task from the survey (without deleting the task).
   Complete	Click this button to mark the selected task completed.
   Forward	Click this button to open the Task Forward window and send the task to specific recipients.
   Options	Click this button to select an option for managing the output and display of information on the tab, such as print, forward, export, or display options. See How You Change Report Formatting for information about other options, such as Auto Filter, Slice, Cross Tab, and Rollups.