Lesson 10
Chapter 2 - Create a New Task
Here's how to add a task:
i - As in the MRSware desktop client there is more than 1 way to add a new task
Chapter 2 - Create a New Task
Here's how to add a task:
i - As in the MRSware desktop client there is more than 1 way to add a new task
Desktop options
![Picture](/uploads/7/3/7/7/7377571/published/menu-bar-tasks.jpg?1573767964)
Option 1:
1 - Click or tap on "Tasks" on the Menu bar or Menu list
![Picture](/uploads/7/3/7/7/7377571/published/new-task-from-list.jpg?1573768146)
2 - Click or tap on the "Plus" sign on the bottom right of the page to open a New Task form
![Picture](/uploads/7/3/7/7/7377571/published/save-new-task.jpg?1573768313)
3 - The New Task form opens
4 - Fill out the form
5 - When finished, click or tap "Save"
![Picture](/uploads/7/3/7/7/7377571/published/3-dots-menu-bar_2.jpg?1573768592)
Option 2:
1 - Click or tap on the "3 dots" on the right of the Menu bar
![Picture](/uploads/7/3/7/7/7377571/published/slidebar-new-all-tasks.jpg?1573768873)
2 - When the slidebar on the right opens, click or tap on "New Tasks" to open a New Tasks Form
3 - The New Tasks form opens.
4 - Fill out the form
5 - When finished, click or tap "Save"
Mobile Options
![Picture](/uploads/7/3/7/7/7377571/published/mobile-home-page-tasks.jpg?1573768983)
Option 1:
1 - Tap on "Tasks" on the Menu bar or from the Tab bar (bottom of the page)
![Picture](/uploads/7/3/7/7/7377571/published/mobile-new-task.jpg?1573839867)
2 - Tap on the "Plus" sign at the bottom right of the screen to open a New Tasks form.
![Picture](/uploads/7/3/7/7/7377571/published/mobile-save-task_1.jpg?1573839258)
3 - Fill out the form
4 - When finished, tap the "checkmark" on the Menu bar (top of the page) to save the new task
![Picture](/uploads/7/3/7/7/7377571/published/3-dots-new-task.jpg?1573840007)
Option 2:
When adding two or more new tasks:
After completing the first New Taskl form
Instead of tapping the "checkmark" to save the new task
1 - Tap the 3 dots to the far top right of the Menu bar on the New Task form.
![Picture](/uploads/7/3/7/7/7377571/published/mobile-new-task-save-and-new.jpg?1573840432)
2 - Tap "Save and New" to save the just completed new task and open a New Task form.
3 - Fill out the New Task form
4 - Tap the 3 dots to the far top right of the Menu bar on the New Task form.
Repeat steps 2 and 3
Continue to add new tasks
When finished
5 - Tap the "checkmark" to save the new task
Or
5 - Tap "Save" on the slidebar menu
![Picture](/uploads/7/3/7/7/7377571/published/mobile-3-dots-new-all-tasks.jpg?1573840801)
Option 3:
When adding a new task from a Review Tasks form:
1 - Tap on the 3 dots on the Menu bar on the Review Tasks form
![Picture](/uploads/7/3/7/7/7377571/published/mobile-slidebar-new-all-tasks.jpg?1573841298)
2 - Tap on "New Tasks"
3 - Fill out the New Task form
When finished
4 - Tap the "checkmark" to save the new task
Or
4 - Tap "Save" on the slidebar menu