There are five ways to create tasks:

• Add Task: Opens task form allowing you to enter task details.
• Task Wizard: Starts wizard that allows you through the process of adding a single task.
• Mass Task Wizard: Starts wizard that allows you to create and manage many tasks at once.
• From Other Records: Tasks can be added from customers, items, service jobs (repairs, custom jobs, special orders and appraisals), and POS. they will retain a link to all related records.
• Task Automation Rules: Define rules that will automatically generate takes when trigger conditions are met. (To create a single task that can be completed by multiple associates you must use the Task Wizard and check the Selected Associate(s) Can Complete option when choosing associates.

How to add a task through a task form:

1. Click Associate → Tasks → Add. The New Task window will appear.
2. On the top left, choose the associate. Tasks created for 0 – Any Associate can be completed by anyone.
3. Optionally, use the Notify setting to choose whether a notification should be automatically sent to the associate via email, text, or both.
4. Optionally, use the Category drop-down to select what type of task this is.
5. Optionally, choose the Priority level for this task. The default is Medium.
6. Optionally, choose a Start Date.
7. Enter a Subject and Due Date. These are the only two required fields.
8. Click Save/Close to save your task.