Add Task

Tasks are available with the Preferred level of Envision Cloud. You can update your account on the Account Management Subscription Page

Selecting to add a new task or edit an existing task will open a screen similar to the one shown here.

task_add

Steps to Add a Task

1.	Enter a task name, location, start date, and due date.

2.	Select the task status.

3.	Select the category you wish to assign to this task.

4.	Set the priority level for the task.

5.	Choose the specific employee, specific employee department, or select anyone to assign the task.

6.	If a specific client is referenced by the task, select them from the drop down selection.

7.	Enter any task detail information for the employee who will be performing the task.