Creating a New Task Project
17 steps
|
3 minutes
Create Task Project
1
From the Dashboard page, click the "Gear" icon in the upper right corner.
2
Click the "Project"option.
3
The Manage Projects page will display a table of all the projects in the system.
4
Click the "Add Project" button.
5
Fill in the required fields in the Add Project window to set the parameters for your project.
6
Click the "Association" field to trigger a dropdown menu of the associations you can choose from.
7
Enter the description of your project.
8
Click "Add"
Adding Tasks to Projects
9
Once the project has been saved, four icons will be displayed under the project's Action column. The "Manage Tasks" icon should be clicked to add tasks to the project.
10
Click "Add Task"
11
For each new task, fields specifying its category, condition, and workflow will need to be filled in.
12
Click the "Add" button.
Drag and drop can be utilized to reorder tasks if needed.
Editing Projects
13
Navigate back to the Action column for your project and locate the "Edit Project" icon.
14
If a project needs to be deleted, the "Delete Project" icon can be clicked.
Assigning Projects to a Trigger
15
Click "Settings"
16
The project can be assigned to a specific system action through the Project Settings window.
17
Click "Update" to save the project settings.
