---
title: "Tasks"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28405018/Tasks"
format: markdown
---
# <span style="color: #003366">What is the Tasks Dashboard?</span>

The** Tasks **option <span style="color: #333333">allows you to create and assign tasks to employees in order to assist with Sales Orders, Projects or Jobs.</span>

<span style="color: #333333">Refer to the below section for more information.</span>

> Macro (toc)

## <span style="color: #333333">Accessing the Tasks Dashboard</span>

<span style="color: #333333">To access Tasks, perform the following:</span>

1. <span style="color: #333333">From the hamburger menu, go to </span>**<span style="color: #333333">System Administration</span>**<span style="color: #333333">, </span>**<span style="color: #333333">System Tables</span>**<span style="color: #333333">, </span>**<span style="color: #333333">Tasks</span>**<span style="color: #333333">.</span>

![image](media://0179f4e6-66d9-4b12-9cbc-250ad9ac0fdc)

2. <span style="color: #333333">By default, all open tasks will display by default. Alternatively, use the search options to refine the search further by Task ID/Description, Code, Status or Assignee, then select </span>**<span style="color: #333333">Find</span>**<span style="color: #333333">.</span>

> ℹ️ You can select Find to view all tasks including those that are completed if required. By default only open tasks display on initial view.

3. <span style="color: #333333">Click the relevant </span>**<span style="color: #333333">Task ID </span>**<span style="color: #333333">hyperlink to view information for the chosen task. D</span>etailed information about the task is displayed.

![image](media://20e7d905-a820-4c38-bfb9-bf25bbfb1aaf)

## Creating a New Task

There are two ways to create a task, you can do so via:

- The Task Dashboard
- Within [Jobs](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523848)

  
To create a new task via the Task Dashboard, perform the following:

1. Click the **New** button to invoke the **Create Task** popup. Enter the following information:

![image](media://0ed8ee96-61fa-4ca8-8005-574a11a9c07d)

| **Field** | **Description** |
| --- | --- |
| **Description** | Displays the description of the task<br>You can also select a predefined description from the available list. The list is populated from the the values defined under Miscellaneous Table Maintenance - 'System Tasks - Standard Task Descriptions'. |
| **Assignee** | Displays the user name the task has been assigned to |
| **Due Date** | Displays the Due Date |
| **Expected Hrs** | Displays the expected amount of hours the task will take to complete |
| **Notes** | Displays any notes associated with the task |
| **Status** | Displays the status of the task |
| **Linked to** | Displays the Project/Job the task is linked to |
| **Link** | <span style="color: #003366">Displays the link to the project/ order the task is associated with. Where there is a link click the hyperlink to open the Order Enquiry screen.</span> |

> ⚠️ The task is not linked to a project or sales order when created directly from the tasks dashboard.
> ⚠️ 
> ⚠️ ![image](media://d64edcd8-414c-4e82-b5a1-cead32b564dc)