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Creating a Task
Tasks are a very helpful organization tool. They are designed to keep track of your to-do list and each task can be assigned to a user or department. Follow these steps to create a task in Stratus:
A task can be created from most places in Stratus. Here are several options:
From a specific record - Create a task from a client, session, or invoice record. Open the record and click Task in the New section of the ribbon. Note: When a task is created from an individual record, it will automatically be linked to the associated client and be displayed on the Tasks tab.
From a hub - On any of the major hubs, click Task in the New section of the ribbon. Note: The task you create will not automatically be linked to a client. It can be linked manually using the Link tool on the ribbon. See also: Linking a Task to a Client
From the File menu - Go to File > New > Task. Note: The task you create will not automatically be linked to a client.
Fill in as many of the following fields as necessary:
Task Subject - Short description of this task, as it will appear on task lists.
Description - Detailed description of what the task involves.
Assigned By User - The user that created the task.
Assigned To Department - Department the task is assigned to. (optional)
Assigned To User - The user the task is assigned to. (optional)
Note: You can have both a user and a department assigned to a task, but the user must be a part of the department.
Due Date - The date the task should be completed by. Default is today's date.
Start Date - Date the task should be started. Default is today's date.
Complete Date - Once a task has been completed, enter the completion date here. An easy way to complete this field with today’s date is to click Mark Complete in the Action group of the ribbon. You can also complete tasks on the Tasks hub or on the Home page by clicking the box in the complete column for that task. A task marked as complete simply has the completion date filled in with today's date. On the Task panel of the Home page, the task will remain on the list through the end of the day, showing you what has been completed that day. The next day it will drop off the list.
Task Number - Assigned by Spectra.
Priority - Set a priority from 1 to 10 and later sort them on the Task hub. (optional)
Task Type - Select a type from the task type list. Create and change this list in Maintenance > Task > Task Type. See also: Using Task Types
Task Status - Select a status from the task status list. Create and change this list in Maintenance > Task > Task Status. See also: Using Task Statuses
Status Due Date - Date the current status should be completed by.
Click Save & Close when finished.