Insert Steps - Task

A task is anything from a practical to theoretical activity. If you want, it can be status tracked, but it's not always necessary.

The task can have a Doer and or Responsible assigned to it, as well.

Insert a Task step in Dashboard Design by selecting the Insert Steps tab and selecting Task:

Define the task by completing the fields in the Add Task Steps dialog:

Once you have completed the fields above, select Add.

For information about Task Step settings, see Task Step Settings.