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Selecting Add Task takes you to the Add/Edit Task screen.
Each field with a red dot is required.
Enter a title for the primary task. Then, select a category and sub-category, and a location and sub-location. Both the sub-categeory and sub-location lists will filter based on the category you selected.
The status of all new requests entered by an administrator is Pending. You can change the status to any of the options in the drop-down menu. All new requests entered by a member (if allowed) have a status of Submitted.
If you add the Task Manager to your website menu and allow members to view tasks and projects in-progress, check the box to allow members to view the task. The user side of the Task Manager module will include basic information and status changes, but will not include notes.
Enter an optional priority level to assign to the primary task, and a responsible staff member from the list of staff members you configured. Finally, enter an optional Due Date.
Once you've added the primary task, you'll save your changes and return to the Task Manager Administration screen to finish adding sub-tasks (if you have any).