Connect - Creating Tasks

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You can create tasks individually or as part of a case or meeting. We’ll refer to these as individual tasks, case tasks and meeting tasks.

Creating Tasks

1. To create an individual task:
   
1. Go to the Scheduling menu.
   
2. Hover over My Tasks.
   
3. Click Create a task.
   
4. Or click My Tasks, then the + sign on the right:
   
   
   
   
   
   
2. To create a case task:
   
1. Open the case.
   
2. Click Create New Task.
   
   
3. To create a meeting task:
   
1. Open the meeting.
   
2. Click Create Task.
   

After you start creating a task, follow these steps:

1. Add a Title.
   
   
2. Enter a Description or select a standard one from CPL by clicking the book icon on the right:
   
   
   
   
3. Choose a Task Type. (For more details, see the Actions in CPL section below.)
   
   
4. Assign the task to a User or a User Group.
   
   
5. Select an SLA Type.
   
   
6. The start date and time are pre-filled, adjust them if needed.
   
   
7. Click Create Task.

You can't assign a client to tasks but you can include client details in the Description field.

Actions in CPL

Make sure you're signed in to CPL to complete the actions below.

Additional options will appear based on the Task Type you choose:

1. Set Task Type to Job instruction.
   
1. Enter details.
   
2. Click Create Task.
3. The Create Job button appears.
   
4. Click it to open the Job Tab window in CPL and create a job:
   

1. Set Task Type to Estimate Request.
   
1. Enter details.
   
2. Click Create Task.
3. The Create Estimate button appears.
   
4. Click it to open the Estimate Request Wizard window in CPL and create an estimate.
   
   
2. Set Task Type to Proposed Work Creation.
   
1. Enter details.
   
2. Click Create Task.
3. The Create Proposed Work button appears.
   
4. Click it to open the Proposed Works window in CPL and create a proposed work.
   

After creating a job, estimate request or proposed work in CPL, the task will be automatically marked as Closed.

The CPL window might not automatically come to the front. Click the CPL icon on your taskbar to bring it forward.

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