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How to Create a Task Anywhere in the Platform

Tasks can be created from multiple places in the platform:

From the main task board

create task on task management

Directly from an element (e.g. a policy, system, contract)

task-on-element

From the global “Create” button in the top bar

quick-create


How It Works

  • Click Create Task
  • Add name, responsible user, business area and month
  • Click Create
  • The task opens for editing and enrichment

create task dialogue

Tip: You can create a task from anywhere using the quick access button


Related Articles

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  • Planning One-Off Tasks