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Creating a task

When accessing the "Execution Board" menu, the workspace screen will be displayed on the board. See below the operations that can be performed in the workspace tasks:

To create the task, click on the "Create task" button located on the upper right corner of the system screen. On the screen that will be opened, fill out the following fields:

Title: Define the title of the task.

Task type: Define the task type. Note: If the flowchart of the selected type has attributes, they will be displayed as fields of the task after the description field.

Initiative: Select an initiative if you wish the task to be part of one. See further details in the Configuring an initiative section.

Priority: Define the priority of the task.

Sprint: This field will only be displayed if the selected workspace is configured with the scrum method. In this case, select the sprint of which the task will be a part.

Estimate: Enter the effort estimate for the execution of this task.

Start date: Determine a start date.

Deadline: Define the deadline of the task.

Description: Enter a description for the task. This field features the Rich Text resource, which allows adding links, images and tables, as well as formatting the text.

Attributes: There may be additional fields to be filled out when creating the task if the selected task type is associated with a flowchart in which there are attributes configured. Thus, the additional fields (or attributes) depend on the selected task type.

People: use this section to define the reporter and the assignee for the task. By default, the Reporter field will be filled out with the user who is creating the task, but it can be edited.

▪Reporter: Person who requested the creation of the task (or reported the problem), but not necessarily the creator of the task.

▪Responsible: Person in charge of executing the task (or solving the problem).

Fill out the fields and then click on "Save". At this point, the task is displayed in the lane that corresponds to the initial step.