Creating Tasks
You can create a task within any module entity in Personnel & Training, Equipment Management or Incident Reporting. For example this can be the name or reference number of the Event/Exercise/Incident, the name or reference number of a piece of Equipment, and the name of a Member.
To create a Task:
- Go to Logistics > Tasks
- Click Add a Task on the right hand side OR click on Dashboard and Add a Task from the Task widget
- Type in the title of the Task
- Give a brief description as to what the Task is or give specific steps in order to complete the Task
- Start typing in the name of the Entity you are linking the task to
- Choose to whom the Task will be assigned to or search for the member by name within the dropdown
- Key in the Due Date
- Click Save Changes
