Task can be added to the To DO list two ways:

1.A specialist can add a task via the user interface.  In this case, the specialist will enter the information for the task using the provided screens.

2.A specialist can add a task for another specialist.  In this case, the other specialist will complete the the fields associated with adding a task.  All fields are the same adding a task for oneself except the owner of the task is the specialist it will be assigned.to.

To Add a Task,

  From the To DO List screen, 

1.Launch the To DO List screen 

2.Click the "+Add Task" button (located in the top right-hand corner of the screen

3.Complete the fields associated with the task

4.If you are assigning this tasks to someone else, select the name from the "Assign To" drop-down list.  PRISM will send an email to task recipient indicating a taks has been assigned to them.

5.Click Save

From a PRISM Record

1.Identify the Vendor, Contract, Payroll, Acquisition record

2.Click the small action menu and select "Create To-Do Task" from the menu options

 Note: PRISM will add a task via automation.  PRISM will use the level 1 priority so that it is noticed. 

 The specialist can re-assign the priority.