Add or Edit a Task for an Answer

You can add and edit all tasks associated with an answer by clicking the Answer Tasks tab.

When you add or edit a task, you not only define its name, the staff member it is assigned to, relevant dates, and type of task, but you also associate it with new or existing answers. For more information on working with answer tasks, see Answer Tasks Tab Toolbar.

1. Right-click the answer and select Open.
2. Click the Tasks tab.
3. Do one of the following:
   • Click Add and select Add New to open a new task on a subtab.
   • Click Add and select Add Existing to open an existing task on a subtab.
   • Right-click a task on the Tasks tab and select Open.
   
   
   
4. Enter the task name in the Name field.
5. To enter additional task information, complete the fields or select a menu option.
6. Click OK.