There are a few different tools for creating new tasks. The follwoing breakdown explains each process
Task Menu
The task menu under...
Task Edit Column
The Task edit column can be used to insert tasks one at a time for a particular item.
Task Status Column
Once and item is created, this widget will show a green insert button (+). This will load the task creation gui to create tasks for that particular item.
Each Task can have the following attributes.
Process | The currently selected process. Use the menu to select a different process to perform on the current parent asset. |
Description | A description to identify the task. |
Milestone | Assignment to a milestone SObject that represents a specific milestone in the project. |
Status | The status of the currently selected task pipeline. |
Assigned | The user assigned to complete the task. |
Supervisor | The user assigned to supervise the task. |
Priority | The priority level of the task. |
Bid start date | Proposed date to start the assigned task. Drag the date in the calendar to set. |
Bid end date | Proposed date to complete the assigned task. Drag the date in the calendar to set |
Bid Duration | Proposed amount of hours to complete the assigned task. |