MRSweb - Lesson 10.2 - Create a New Task | MRSweb Online Training

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
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​Option 1:
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1 - Click or tap on "Tasks" on the Menu bar or Menu list​

2 - Click or tap on the "Plus" sign on the bottom right of the page to open a New Task form

​3 - The New Task form opens

​4 - Fill out the form

5 - When finished, click or tap "Save"

​Option 2:

1 - Click or tap on the "3 dots" on the right of the Menu bar

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"

Option 1:

​1 - Tap on "Tasks" on the Menu bar or from the Tab bar (bottom of the page)

2 - Tap on the "Plus" sign at the bottom right of the screen to open a New Tasks form.

​3 - Fill out the form

4 - When finished, tap the "checkmark" on the Menu bar (top of the page) to save the new task
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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
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1 - Tap the 3 dots to the far top right of the Menu bar on the New Task form.

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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
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When finished 

5 - Tap the "checkmark" to save the new task

Or

5 - Tap "Save" on the slidebar menu
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​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

​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