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How to create a Manual Task

Describes how users can create a Manual Task

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Written by Product Marketing
Updated over 6 months ago

A manual task can be created by clicking the "New Task" button in the top right of the Task List screen.

This then prompts users to enter the Task name and assign the relevant site.

The Task is created and can be saved at this stage, or users can add further detail to the Task in the Task detail screen. This is divided into the following sections;

Task Overview: Showing general information about the Task, ie. name, description, site, created date and Task source, whether it be Watcher created or manually created.

Task Designation: Assign a user to the Task, or subscribe for Task updates

Status: The current status of the Task, ie. Open, In Progress, or Closed, along with the amount of time it has been in that status.

Comments/Dashboards/Files: Add comments and updates to the Task, @mention other users, attach images or files or add a link to a relevant dashboard.

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