Add or Edit a Task for an Incident

You can add and edit all tasks associated with an incident by clicking the 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 incidents. The tab contains the number of tasks associated with the incident in parentheses next to the tab name.

1. From an incidents report, right-click the incident and select Open > Incident.
2. Click the Tasks tab.
3. Do one of the following:
   • Click Add New to open the new task on a subtab. The reference number for the incident appears in the Incident field on the new task editor.
   • Right-click a task on the Tasks tab and select Open.
4. Add or change the task name in the Name field.
5. Click the Status drop-down list and select a status for the task. The default status is Not Started.
6. To enter additional task information, complete the fields or select menu options.
7. Click OK.
8. Click Save.