The Basic Details section defines the core information required to create a Task.
All mandatory fields must be completed before the Task can be created.
Field | Required | Description |
Start Date | Mandatory | Select a start date for the Task. |
Due Date | Mandatory | Select a due date for the Task. |
Task Name | Mandatory | Input a name for the Task. |
Task Owner | Mandatory | Select a user that will be responsible for Task completion. |
Require Verification? | Optional | If enabled, the Verifier field becomes available, allowing a user to be assigned to verify completion of the Task. For more information, see Task Verification. |
Description | Optional | Enter a description to describe the Task. |
Task Checklist
The Task Checklist allows required items to be defined for Task completion.
Checklist items must be completed for the Task to be completed.
How Do I Add a Task to the Task Checklist?
In the Create New Task panel, click +Add Checklist Item.
In the Add Checklist Item pop-up, enter the Checklist Item description and due date.
Click Save.
The Checklist Item will be added under Task Checklist.
TIP: Repeat these steps for as many Checklist Items as required.