Articles on: Tasks

How do I create a task directly from a plan?

Navigate to the desired plan and click on the position in the plan for which you want to enter a task. A check mark will appear on it. Click on the check mark.

Now the window opens in which you can enter the task. Enter at least all mandatory data (yellow marked areas) and add various attachments if required. After that you can either save the task as Draft (1.) or directly Save and Assign (2.).

Updated on: 27/06/2023

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