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Creating Tasks
CU Boulder Human Resources
Knowledgebase
Creating Tasks
Tasks can be used to set reminders for things to do in the future.
To set a Task, follow these steps:
Click on the Activity tab
Click on the New Task tab
Add Task Details
Click Save when finishedSubject
Comments
Due Date
Assigned To (defaults to the task creator)
Status (defaults to Not Started)
Priority (defaults to Normal)
View Task
Your Tasks can be viewed in three places:Directly in the Case
In the Homepage Today’s Tasks report
You can change the filter to show overdue tasks, all tasks, etc.In the Homepage Dashboard My Overdue Tasks report
This will only show overdue cases, though.
, multiple selections available,
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