How to create and assign a task?
How to create a task in CONFORMiT?
Similar questions: From where to access a task creation window?
Users that have tasks assigned to them will see them appear in their Tasks
panel on the home page, from where they may access to consult the content of
the task and mark it as completed when done. As well user that had a task assigned to him by another user will receive an email notification.
- The list of tasks may be accessed via
button on the home page as well as by clicking on
on the right side of the Tasks box on the home page.
- Creating
a Task may be done directly from this page of the list of tasks
or from the add button on the top right in the tools panel, that is always present
no matter in which module user is currently working
- Another
place in CONFORMiT software where there’s an access to open the Task creating
window is CAPA details (within CAPA module) in the right side of the details
page an option to add tasks
that will be automatically linked to that CAPA.
- Regardless
from which point this window is open, it is still the same window to create and
assign a tasks. In the window that opens indicate the Summary, Description,
assign a user to the task and select a due date. After that confirm by pressing
- A newly
created task will also appear in the list within
tab.
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