There are two ways to add a Task in teamfocus.
Quickly add a new task by clicking in the “Add a task” line.
Press enter or click the tick when you’re done.
This makes a Task for the default Workflow at the default step.
Simply add data into any of the fields and press enter or click the tick when you’re done to create the Task.
If you have some Counter Fields, a number is assigned as soon as data is entered into one of the Fields.
If you change your mind and don’t want to create the Task? Click on the cross to the left of the quick add line to cancel.
The Plus “+” icon in the top menu bar
Add a Task using the Plus “+” icon in the top menu bar. You’ll get a pop up screen that looks like this.
As this allows you to create a task for any Workflow at any creatable step, this form of task entry is more powerful and flexible than the quick-add process.
It also lets you easily edit fields that are not ‘summary’ fields when creating the Task. The Task will only be created once you click on the “save” button.
Changed your mind? Don’t want to create the Task? Click on the X at the top right of the window to close the New Task screen.
Note: If you create a new Task that wouldn’t appear in the current Filter or Search, it will still stay on your current Filter, but instead of a normal Metric icon (Green, Amber, Red), there’s a Yellow triangle with an ! (exclamation point). This indicates that if you refresh, this Task will not appear in the current Filter.