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.



A task can be created and assigned to a user. This provides a user with a view of the work they need to complete.


To create a task refer to adding a task through task utility