Follow these steps;

  1. Go to Task page.
  2. Click New Task button.
  3. A New Task modal will appear. Start filling in the field with relevant information. Field with red asterisk * is mandatory to fill in.
  4. You can assign the task to any Entity. Or not. It is purely Optional at this page.
  5. Once completed, now hit click button Create.


For Your Information

  1. Assignee will get email notification when you assign a task to him/her.
  2. Assignee can only update/change information at Status. He/she cannot change anything else in Task Assignment. 
  3. You will get email notification for any Status update made by Assignee.
  4. Only user with Owner or Administrator can delete Task. Normal user doesn't get this privilege.