Some tasks are generated automatically by business processes that were defined by the system designer. In addition to those tasks, you can manually create a task for yourself or another user.

​

There are several ways to create a task: 

• From the Tasks tab, click New Task.
  
• From the Calendar, you can  click on the '+' icon that appears in the first day of the week.
  
• While viewing any stream record in the system, open the record's gear icon and choose the Add Task option.

When you do, a dialog appears. Use it to enter the information that defines the task:

 

 

The Assignment Type field appears when you are adding a task to a record. Choose User if you want to assign the task to an individual, or choose Role to give it to a collection of people (any of who can complete the task). (This field does not appear when creating a task from the Tasks tab. From there, you can assign tasks only to specific people.)

 

By default, a task has a Complete button. When the task owner completes it, they can add comments, and the task is marked as done. But the Complete task using form option lets you change that behavior, so that filling out a specified form completes the task.
 

When you create a task that is assigned to someone other than yourself, the recipient is notified by email and through the mobile app. When the task is completed, you are notified.