How to Create a Task Anywhere in the Platform
Tasks can be created from multiple places in the platform:
From the main task board
Directly from an element (e.g. a policy, system, contract)
From the global “Create” button in the top bar
How It Works
- Click Create Task
- Add name, responsible user, business area and month
- Click Create
- The task opens for editing and enrichment
Tip: You can create a task from anywhere using the quick access button
Related Articles
- Task Details: Description, Subtasks and Comments
- Planning One-Off Tasks