Tasks

The primary purpose of Tasks is creation of new records:

• On a large device (desktop or tablet), select the Tasks icon (on the left of the screen).
• On smaller devices, such as smart phones, Tasks are accessed using the Menu icon:

  

A list of tasks is presented:

• The list can be filtered by keying letters into the Filter tasks field.
• Select a task name to begin creating a new record:

  

An Insert Workspace is added to the Workspaces bar. Working in the Insert Workspace is the same as working in the Edit Workspace:

1. Select a Record Section in the Record Sections pane.
2. Expand each Field Group and add details to the fields:

   

Details about adding and editing records can be found here.