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- On the All Tasks list, click the New drop-down list and select a task type. A Task Details pop-up displays that lets you enter / select information for a new task.
- On the Tasks list for a specific task type, click the New icon. A Task Details pop-up displays that lets you enter / select information for a new task.
- In the empty (except for default values) Task Details that displays below the task list for a specific task type, enter / select information for a new task. If the Task Details displays information for an existing task, click the New button to clear the Task Details and enter / select information for a new task.
- Create a copy of a task by clicking the Copy button in the Task Details and renaming the task.
For detailed information on creating a task for a specific task type, click that task type in the Task Types table, above.
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Column | Description | ||||||
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Name | User-defined. Name assigned to this task. | ||||||
Type | Type of task. | ||||||
Description | User-defined. Copied from the Description field in the task. | ||||||
| System-supplied; User that last updated this record. | ||||||
| System-supplied; Date and time this record was last updated. |
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Use the scroll bar on the right to view more of the Details, or click the Details icon next to the Name of the task to display a pop-up version of the task Details.
For more information on viewing Details of any record type, including tasks, see Records.
For information on Details for a specific task type, click the appropriate link in the Task Types, above table.
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When you run a task, the Controller create creates a task instance Task Instance of that task.
You can view task instance details either by:
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