Create a New task (2 ways)

Tasks in TEAMS help staff stay organised by managing follow-ups, deadlines, and important activities efficiently.

• Tasks can be created from the Alerts – General/Tasks tile or the Task Details screen.
• Clicking the plus icon or Action button opens the Task Entry screen.
• The Task Details screen shows tasks in a calendar view for easy tracking.
• Users must select a Task Type (configured in Admin Settings under User Codes).
• Enter an Action Name and select the relevant Agent or user.
• TEAMS automatically fills agent contact details, which are read-only.
• Set priority, schedule date & time, and assign the task to a user.
• Add a short description for clarity of the task.
• After saving, the Set Recurrence option allows tasks to repeat regularly.
• Tasks appear in the calendar view where they can be tracked, updated, or marked complete.
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IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.