How to Add, Edit and Delete Tasks

A new users course dealing with the creation and updates of tasks. This resource covers how to add, edit and delete tasks within iReportSource.

Procedures:

Tasks Overview

A. Add Task

B. Task Status

C. View/Edit Task

Add Task

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click General
6. Click Tasks
7. Click Add Task
8. Enter the Task Information
   • Title- Create a title for your task
   • Description- Describe the task that needs to take place
   • Priority Level- Select the tasks’ level of priority
   • Severity- Select the severity of the completion of the task
   • Notes- Enter any notes regarding the task
   • Category- Select the category that best describes the task
   • Reason- Select the reason for the creation of the task
   • Due Date- Assign a due date and time for the task to be completed by
   • Assigned Users- Select the User(s) the task should be assigned to

9. Click Submit

Update Task Status

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click General
6. Click Tasks
7. Locate the Task you need to update the status for
8. Click View/Edit
9. Update the Status field
10. Click Submit

Edit Task

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click General
6. Click Tasks
7. Locate the Task you would like to edit
8. Click View/Edit
9. Make desired updates
10. Click Submit

Delete Task

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click General
6. Click Tasks
7. Locate the Task you would like to edit
8. Click View/Edit
9. Click Delete
10. Click Delete again to confirm you would like to delete the task

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