How do I create a General Task?

BI - Forum Moderator
BI - Forum Moderator
  • Updated

Create a General Task

  1. In a Tasks list, click +Add Task

    add_task_new_button.png

  2. To add a new General Task, select No when asked if you wish to attach a Form to the Task.

    Add_task_dialogue.png

  3. Complete the resulting fields and click Save. You do not need to select a Client when creating a General Task

    add_task_general.png

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