You can create tasks for a specific record. You can only create these tasks from the record form. You do so on Tasks FactBox. However, you can monitor and edit these tasks from the My tasks and Tasks pages.


Standard procedure

1. You can create a task for any RapidValue element. As an example, in this task guide, you create a task for a business process. To do so, click Business process modeling.
2. Click the Business processes tab.
3. Click Edit hierarchy.
4. In the tree, select 'a business process'.
5. Expand the Tasks FactBox.
6. Click New.
7. In the Subject field, type a value.
8. Close the page.
Related to Notes

Manage tasks

 

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