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Task Summary

This section shows essential information about the Task. 

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Summary

Use this to enter a summary of the task - this is output as part of the list of Tasks on the previous page, and is intended to be used as a small snapshot of the action.

This is an optional field.

Assignment

This will show a list of all Users linked to this Task.

Note: a single Task can have multiple Notes added to it, and each of those may have different Users assigned to them

Category

Use these controls to set the Category and Sub-Category to the Task. 

These must be manually assigned, and no automation is linked to them

Status

Use this to control the Status of the Task.

These must be manually assigned, and no automation is linked to them

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