Adding a Task to a Record

Video Tutorial

Unlike other Records (Case/Problem/RFC) in versaSRS Tasks cannot exist on their own and must belong to one of the other Records.
The below steps cover the most basic method of creating a Task.

1. Click the Tasks tab within the Record that the Task will be added to
2. Click New
3. Fill in the details of a new Task or apply an existing Task template
4. Click Save and Close

You can also place Tasks in a Workflow to ensure they are completed sequentially.