To create a new task:

Click on Create -> Task

You will be taken to the New Task Page:



Enter the Task Subject in the "What?" field (max. 75 characters)

Select the date the task is due from the "When?" field. This will default to today's date. Clicking in the field will bring up the calendar allowing you to set the task due date

Select the user who is responsible for the Task from the "Who? drop-down list

Enter any additional detail in the "Comments"

If your task is client-related, check "Task relates to the Active Client"

If the task is client related but you need to change which client it relates to, once the "Task related to the Active Client" box is ticked, you'll be able to use the 'Switch' Function alongside the "New Task" heading to change the active client

Once this information is complete, click "Save"

Updated on: 31 / 08 / 2022