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Creating Work Items from the Home Area

NOTE The functionality described in this article is currently available in the Production environment as a Beta. If you are unable to use Home as described in this article, contact your system administrator.

You can create work items from the Home area. You can create personal tasks for yourself, request work from other users, or add tasks to specific projects. 

Creating a Personal Task

You can create a personal task that is available only to you in the Home area:

  1. Click Home in the Global Navigation Bar.To 
  2. Click New TaskTo Do.
    To_Do.png
  3. In the Name field, specify a name for the task. 
  4. (Optional) Click Select date, then select the date and time when the task is due.
  5. Click Create to save the task.
    The task is assigned to you and is available in the Home area.

Requesting Work from Another User

You can request work from another user directly from the Home area. When you request work from another user as described in this section, the task is displayed as a request in the user's Home area until the user clicks Work On It.

To request work from another user from the Home area:

  1. Click Home in the Global Navigation Bar.
  2. Click New Task, then select Request.
    Request.png
  3. In the Name field, specify a name for the task. 
  4. In the Assign to field, begin typing the name of the user who you want to assign, then click the name when it appears in the drop-down menu.
  5. In the Add As drop-down menu, select whether to add a task or issue. 
  6. Click Select date, then select the date and time when the task is due.
  7. Click Create to save the task.
    The task is displayed as a work request in the Home area of the user you designated.

Adding a Task or Issue to a Project

You can add a task or issue to an existing project directly from the Home area:

  1. Click Home in the Global Navigation Bar.
  2. Click New Task, then select Project Task.
    Project_Task.png
  3. In the Name field, specify a name for the task or issue. 
  4. In the Assign to field, begin typing the name of the user who you want to assign, then click the name when it appears in the drop-down menu.
  5. Begin typing the name of the project where you want to create the task or issue, then click the name when it appears in the drop-down menu.
    IMPORTANT The task or issue appears on the Work List only when the project Status is set to Current.
  6. (Conditional) To create an issue, select Issue from the Add As drop-down menu. By default, Task is selected.
  7. Click Select date, then select the date and time when the task is due.
  8. Click Create to save the task. 

 

This article last updated on 2018-07-18 22:29:39 UTC