Add Task

This form allows you to add a single task.  To use it:

1.  Click Associate > Tasks > Add.  The New Task window will appear.

2.  On the top left, choose the associate.  Tasks created for 0 – Any Associate can be completed by anyone.

3.  Optionally, use the Notify setting to choose whether a notification should be automatically sent to the associate via email, text, or both.

4.  Optionally, use the Category drop-down to select what type of task this is.

5.  Optionally, choose the Priority level for this task.  The default is Medium.

6.  Optionally, choose a Start Date.

7.  Enter a Subject and Due Date.  These are the only two required fields.

8.  Click Save/Close to save your task.