The task icon in the toolbar allows a user to create a task for the associated record.



Tasks are created from associated records such as :

  • Batches
  • Forms
  • Complaints
  • Non Conformances
  • Inwards Goods
  • Dispatches
  • Projects
  • Procedures


Creating the task from the originating record links the correct detail together and creates an audit trail of the origin of the task.


If however a task is not related directly to any of the above it can be created directly from the task list screen.


To create a task:


  1. Click the task icon in the toolbar, or go to the task list screen
  2. Click on 'Add task' in the task window
  3. Enter a title for the task
  4. Enter the planning status and priority of the task
  5. Enter who the task will be assigned to, i.e. who is responsible for actioning the task
  6. Enter the expected due date for completion
  7. Enter any further detail in the description
  8. Click on 'Save' to save the task
  9. Close the task window