Creating Tasks

Introduced in 8.4

Project Tasks can be created in many different ways:

  • You can create Tasks in the Desktop App using the Tasks tab of the Project (for details, see Adding records).

  • You can create Tasks in the Web App.

  • Your Alloy Navigator administrator can configure the Mail Connector tool to automatically convert e-mail messages into Tasks.

The following actions are available that create Task records:

  • Task - creates a new Task record.

  • Milestone - creates a new Task record associated with a milestone to indicate critical point within a Project.

  • Sub-Task - create a child Task within a parent record. This action is available on the Sub-Tasks tab of any Task record. For details, see Creating hierarchy of Tasks.