Create Task

There are simple and periodic tasks. Periodic tasks repeat after a certain period. A task can last several days.

You can create a task in ELMA in several ways:

click Task in the top menu of the main page (fig. 1);

Fig. 1. "Task" button
click Create Task in the main menu (fig. 2);

Fig. 2. "Create Task" button
Click Task or Task - Create Task in the Tasks section (fig. 3);

Fig. 3. "Task" button

Fill in the required fields on the opened page (fig. 4) and click Save.

Fig. 4. Creating a task

Subject * – task subject. It is displayed in the Tasks section and in the Tasks portlet. The field is required.

Executor * – select the task executor. You can add separate users and custom user lists. This field is required.

Start Date *, Due Date * – start and due date of the task. A task can last several days. These fields are required. By default, you cannot use a past date as the start date or due date. Only the users with the respective access permissions can do that. The system administrator assigns the permissions in Administration – Users – Access Settings – Global Access Settings – Tasks – Create/Edit tasks for a past date .

Specify time - select these checkboxes if you want to specify the exact time the task should be started or completed. Please note that the default time value for starting the task is the current server time plus one minute. The default time for completing the task is the task start time plus 15 minutes.

Priority – indicates the priority of the task.

Category – Task Category. Required for grouping tasks, since this field is used in the search filter.

Description – description of the created task.

Attached Files – allows uploading file from the local PC.

Toolbar Button

	Save the task.
	Cancel creating the task.
	Create a project task. This button is displayed, if the user has a "Projects+" application license. When you click this button, the Project field is added to the task creation page. When active, the button is dark-yellow.
	Assign task control. When you click this button, the Completion Check field is added to the task creation page. If this button is not active, the default system control type is used. You can select this control type in Administration – Basic Application – Tasks – Tasks Settings – Tasks Settings . When active, the button is dark-yellow.
	Select the task approver. When you click this button, the Approver field is added to the task creation page When active, the button is dark-yellow.
	Select the task co-executors. When you click this button, the Co-executors and Observers fields are added to the task creation page. When active, the button is dark-yellow.
	Set planned task time limit. When you click this button, the Time Report Limit field is added to the task creation page. When active, the button is dark-yellow.