Adding a Task/Task Group to an Issue


Once the Task Manager has been selected within an issue (during submission or viewing), the New Task button will add a new Task to the Task Summary List.

The button labeled Add Task Group will allow you to select from your available Task Groups that have been defined in Administration > Tasks > Task Group List. Select the appropriate group from the drop down that appears, select where in the task order that the task group should be inserted in the list, and all of the tasks in the group will be added.

The Task dropdown will let you choose from any pre-defined tasks, or use the Or Enter Task field to define your task manually.

You must also click Save or Update accordingly on the main record, e.g. Issue, Recurring Issue or Quick Pick, you are working in to retain the Task or Task Group on the record.