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There are multiple ways to create a task:

  1. 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.
  2. 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.
  3. In the empty (except for default values) 13205825 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.
  4. 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 13205825 Task Types table, above.

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All Tasks List
All Tasks List

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Column

Description

Name

User-defined. Name assigned to this task.

Type

Type of task.

Description

User-defined. Copied from the Description field in the task.

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Updated By
Updated By
Updated By

System-supplied; User that last updated this record.

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Updated
Updated
Updated

System-supplied; Date and time this record was last updated.

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For information on Details for a specific task type, click the appropriate link in 13205825 Task Types, above.

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Task Instance Details
Task Instance Details

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To save information that you have changed in a task, you must click the Update button that displays above and below the 63558900 Task Details.

If the task is contained in one or more Workflows, and the Confirm Update For Tasks In Workflows Universal Controller system property value is set to true, the Confirm Update dialog displays when you click Update

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Note
titleNote

You also can see this parent Workflows information for a task without updating a task (see 13205825 Viewing Task Parents).


For information on updating multiple tasks, see Updating Multiple Records.

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Note
titleNote

It also is possible to see this parent Workflows information for a task when you are updating a task.

Additional Information

The following pages provide additional information related to the creation of tasks:

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