1) To create new task, click on the “New” button on top right Task Page as shown below:
2) A pop-up form will be displayed as shown below:
3) The form will require the user to fill in the task information:
- Link to Matter – the matter to which the selected task is linked to.
- The field will display a dropdown menu of matter selections.
- If a matter does not exist, user needs to create the matter from the Matter Page before task can be created.
- A minimum number of one matter must exist before new task can be added.
- Task Name – the name of the selected task.
- Name of task must contain a minimum of five characters.
- Task name with less than five characters cannot be created, and an error message will be displayed.
- Assigned to – the selection of to whom the task will be assigned to.
- The field will display a dropdown menu of registered staff in the system.
- End Date – the due date for the task. Information is to be selected in calendar view.
- Priority – priority level setting for the selected task.
- The field will display a dropdown menu of three selection: Low, Medium, and High.
- Attachment – a section for user to upload attachments to the task.
- User can add attachment with drag and drop or by clicking on the field.
- The file format allowed to be uploaded are in: pdf, doc, docx, txt, xls, xlsx, jpg, jpeg, bmp and png.
- File size no larger than 5 MB.
- Remarks – a section for user to add remarks or more detail information of the task.
4) Fill in all required information in the form to create a task.
5) To make changes, click “Save Changes”.
6) To cancel, click “Cancel”.
7) Information field with (*) is mandatory information to be filled.
8) Empty information field will cause failure for user to apply changes.
9) A success message will pop-up on top right to show that new task has been successfully created as shown below:
