Task

Learn how to Create a Task

Introduction

This section is designed to take you through the process of creating a Task and assigning it to an Agent. Further, it guides you how to add a Due Date, Task Status, and Description to the task.

Steps to Create a Task

1

From the Home page, navigate to the Project tab.

2

In the Project tab, click the project where you want to create a new task.

You will be directed to the Automation tab.

3

Click the Task tab next to the Automation tab.

4

In the Task tab, click Create.

5

Add a name for the new Task Process.

6

Click Select Agent in the Agent column and from the dropdown, select the Agent from the list of registered Agents from your Organization.

7

Select a user to assign the task.

The selected user will execute and manage that task.

8

Click Details next to the agent name

9

In the Details dialog box, enter the required information

1. Due Date: By when the task is expected to be completed

2. Status: Select between In Progress, To Do, and Complete.

3. Description: Provide any required information

Once done, the agent to whom the task was assigned will see it when they navigate to the Task tab.

Additionally, you can Duplicate, Copy, and Delete the task in the Task tab. Click the 3 dots under the Actions column, and from the list of actions available, select:

• Duplicate: To duplicate and assign to a different Agent.

• Copy: Copy the task.

• Delete: To permanently remove the task from the Agent's task list.

Related Content

• https://www.mydbsync.com/product/cloud-workflow

• https://www.linkedin.com/posts/aman-bhardwaj-90392217_dbsync-unveils-new-cloud-workflow-a-hassle-free-activity-7135464241989390336-JW6-