Creating Tasks
Users can use the Magentrix platform to create and assign tasks. Users with tasks assigned will receive a notification the day a task is due or if there are overdue tasks.
Requirements
To create tasks, users must be assigned a security role with the following permissions:
- Task (system), Read: Controlled By Parent
- Task (system), Create: Yes
Administrators must first configure the portal to access the tasks function.
To create a task:
- Navigate to the Tasks entity.
- Click New.
- Configure the fields.
- Enter an optional description of the task.
- Click Save.