How to Create a Task/Action in Assurance

Note: Tasks or Actions share exactly the same function and customers may refer to either depending on the adopted terminology in their site.

Tasks or Actions can be assigned over and over. It is important to differentiate between the Task or Action and the Task or Action Assignment. The Task Assignment is what your staff see when they go to complete their assignment.

This article will take you through how to create a new Task or Action, ready to assign. 

1. After logging in to Assurance, look for the 'Tasks' or 'Actions' tab in the top grey banner of the site. Select it.
   
   
2. Select 'Tasks' or 'Actions' from the list of options that appear to head into the Task Library or skip this step by selecting 'New Task'.
   
   
3. In the Task or Action Library, select the button '+ Create Task' or '+ Create Action' - (it is a white button now).
   
   
4. Fill out the different fields for the Task details i.e. Title, Description.
   
   
5. Select the 'Task Category' the task will fall under. If you are unsure, please contact your consultant.
   
   
6. Decide whether you would like to Assign this task to a particular User from this screen (select the 'Create and Assign' button) or create the task now and come back to it later to assign (select the 'Create' button).
   
   
7. To assign the task, see this article.
   
   
8. If you Create the task, you can use your filters to search for it later. Searching on Title would be a useful filter to use.