Creating a Task or a Job

  1. Starting from the sidebar navigation, click > Planner > Calendar and navigate to the line of the element for which you want to create a task or a job.

  2. Double click on the element.

    3. The detailed view will open.

  3. Go to the Tasks tab.

  4. Click Add.

    5. The Add Task dialog box is displayed.

  5. Edit the Name, Date and Status mandatory fields.

  6. Optional:

    • Edit the icon representing the task or job in the calendar.

    • Select the responsible person.

    • Enter additional information in the Notes field.

  7. Choose:

    • You want to create a task:

      • Make sure that Simple task entry is selected in the Type field.

    • You want to create a job:

      • Select a job type in the Type field. Every entry except Simple task is a job type.

      • In the Workflow field, select a workflow for the job type. Note that each job type probably has different workflows.

  8. Click Save.

Your details are saved:

  • If you have created a task: The task has been created and is displayed using the selected icon in the planning area of the calendar view. The responsible user is informed about the task by e-mail. The task is displayed in the My Tasks dashlet of the responsible user. When you move the mouse over the icon of a task in the planning area, a tooltip is displayed with information about the task (date, name of the task, status, responsible person).

  • If you have created a job: The job data sheet opens. In the data sheet, edit other fields if necessary, depending on the configuration of the job type. For more information, refer to the user manual of the Job Manager module. When you have finished editing the data sheet, click the X to close the data sheet. Then the detailed view of the planning activity is displayed again. In the detailed view, click the X again to close the detailed view.