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Creating task using wizard - From an existing task

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To add a nonproject task from a task previously added to the system, click on the arrow on the toolbar of the main screen next to the new button and click on the Create task using wizard option. At this point, the creation wizard will be opened.

 

assistente_atividade_existente

 

Select the From existing task option and configure the following fields of each of the step below:

 

hmtoggle_arrow1First steps
hmtoggle_arrow1Task data

 

When the team responsible for the execution cannot execute the task, it will not be displayed in the execution tasks of the other team members.

After disassociating the user responsible for the task execution, an execution notification e-mail will be sent to the team.

 

After filling out the required field, click the Finish button.

 

In the Review step, the system will display an overview of the task creation. Through the Task data option, it is possible to access the created task data screen to perform the necessary edits. Click on the Close option to close the creation wizard.

 

Refer to the Editing a nonproject task under planning section for a detailed description of the nonproject task data screen.