Creating a Task for Yourself

  1. In the Onboarding (Transitions) Center, Tasks section, click Create.
  2. Complete the fields on the New Task page.

    Mandatory fields are marked by an asterisk.

  3. Click Save.
    The information you entered is displayed on the Task page. Fields in the Notifications section might contain default values.
  4. You can perform any or all of the following actions on the Task page:
    • Edit the task properties that you configured.

    • Edit notifications associated with the task.

    • Create a reminder.

    • Send an immediate reminder.

To see your new task in the task list, click the Onboarding (Transitions) breadcrumb at the top of the page to go to the Onboarding (Transitions) Center.