Create Tasks Efficiently
2 min
table of contents create a task docid\ d c4klzwx3cqix4neflopsave holder assignee docid\ d c4klzwx3cqix4neflop create a task to create a task, complete the following steps select the tasks view of the work centre and click the new task button the task screen appears enter the task subject in the subject field assign the person responsible for the task note this property defaults to you or the person whose profile account is being used leave the task assigned to you or click the holder drop down and select complete optional fields due the date when the task should completed time the time when the task should completed priority identifies the urgency of the task different icons will appear in the task view based on the priority selected save holder assignee the holder field can be assigned to the same person for all future tasks while creating your next task populate the holder with a user or group navigate to the profile emr edit menu, select edit defaults place a checkmark next to base parameters click okall future tasks that you create will be automatically assigned to the current holder