Adding a Task/Task Group to an Issue

Once the Task Manager has been selected within an issue (during submission or viewing), the New Task button will add a new Task to the Task Summary List.

AddingTaskTaskGroup1.png

The drop down labeled Add Task Group will allow you to select from your available Task Groups that have been defined in Administration > Tasks > Task Group List. Select the appropriate group from the drop down and all the tasks in the group will be added.

The Task dropdown will let you choose from any pre-defined tasks, or use the Or Enter Task field to define your task manually.

AddingTaskTaskGroup2.png

You must also click Save or Update accordingly on the main record, e.g. Issue, Recurring Issue or Quick Pick, you are working in to retain the Task or Task Group on the record.


Applies To:

Issuetrak 9.9+