Ocore: How to create a task in Ocore
This guide provides step-by-step instructions on how to create a task in Ocore. It includes details on how to set the task summary, due date, description, and assign users. By following this guide, users can effectively create tasks and manage their workflow in Ocore.
Benson Rice
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14 steps
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2 minutes
Ocore
1
Click "OCORE" or click on this [link ](https://rspsupply.ocore.io/tasks)
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Click "NEW TASK"
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Click "TASK SUMMARY * :"
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Type in the Subject of the Task. In this case I typed "Refund this (Test Order)"
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Click "TASK SUMMARY * :"
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Click on the "DUE DATE:" field
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Set the date for when this task would be overdue. In this case I selected tomorrow which is the 5th.
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Click on this field. This is how you select the time of day that this task becomes overdue.
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I chose 5pm
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Click on the description field. \ \ This is where you leave any notes related to this task.
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Type today's date and your initials: "10/4/23 BR [[enter]]"
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Type any notes related to this task. I typed: "Please refund this (Test Order)"
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Click on the "USERS ASSIGNED" field
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Type in anyone's name that is related to Operations. In this case I typed Kim and Brett's name. Then click "SAVE"