Creating a Task

To create a task from a workfile

1. Select View > Workfiles from the menu bar. The workfiles Search screen opens.
2. Open the workfile, and then select New > Task from the toolbar. The New Task screen opens.
3. Enter your information in the screen.
4. Select Save or Save and Close from the toolbar. The information you entered is saved.

Note: Alternately, select New > Task from the workfile mini-toolbar.

To create a task from the My Work Dashboard

1. Select Dashboards > My Work from the Dashboards menu. The My Work Dashboard screen opens.
2. Click on the New Task link from the Quick Links pane. The New Task screen opens.
3. Enter your information in the screen.
4. Click Save or Save and Close from the toolbar. The information you entered is saved.