Task Elements

• Overview
• Creating a Task
• Editing a Task
• Searching for a Task

Overview

Tasks are a type of Project Element that allow you to assign certain duties or jobs to users within your system. This can be used for internal or external duties. 

Creating a Task

1. Click the  New Element icon on the top right-hand side of the screen.
2. Choose Task.
3. Enter the new Task information.
   • This is where you can assign it to a user and it will populate on the user's To-Do List.
4. Click OK.

Editing a Task

1. Open up the Task that you want to edit.
2. In the right-hand Workbench Menu, click the  Modify icon and select Edit Header.
3. Edit the Task information.
4. Click OK.

Searching for a Task

From the Resource Browser:

1. Click the Search tab in the Resource Browser.
2. Choose "Tasks" from the drop-down filter.
3. Enter your search into the search bar.
4. Double-click the Task to open.

From the Main Menu:

1. Click the  Main Menu, select  Projects, and then choose Tasks.
2. Enter your search into the search bar.