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Adding a New Task

K. Romeo Aug 21, 2025
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Adding a New Task

 

Tasks can be manually created for specific functions and assigned to various users

 

To Create a New User Task & Events

 

  1. On the Dashboard scroll down to Upcoming Tasks widget
  2. Click New User Task
  3. New User Task window will open
  4. Fill in details of the task (Assign User, Due Date, Name, Description, Priority & Progress)
  5. Click Submit

 

Screenshot of upcoming task

 

Screenshot of adding a new user task

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.