Creating Task Register
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Written by Admin
Updated over a week ago

Step 1

The first step is to select the Unique ID filter and click on the profile that the Task Action relates to:

Step 2

The second step is to click on the Task Owner filter and select the person who is ultimately responsible for ensuring the task is completed:

Step 3

Next click on the Task Assignee filter and select the person that is responsible for carrying out out the task:

Step 4

In the File Note section, add text to describe the action that is required to be undertaken.

Step 5

Next, click on the ‘Priority’ filter and select the priority rating of the action.

Step 6

Click in the start date field and a calendar will appear. Select the start date of the task.

Step 7

Next, select the Due Date that the Task is required to be complete.

Step 8

Finally, click on the ‘Create’ button.

The Task Action will now be displayed in the Task Register.

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