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Create Task

This article describes how to create a new task in a rounds template. You will receive a step-by-step walkthrough of the process, from selecting a template to configuring the task's name, group, and type.

How to Create a Task

Follow the steps below to add a new task to your rounds template.

  1. Click on the template you want to edit.

  2. Click on Create New Group/Task.

Rounds Template Safety Round — DOX Business System

The Rounds Templates page — note the button to create a new group/task.

  1. Click on Task.

  2. Enter a Name for the task.

  3. Optionally enter a Comment.

  4. Select which Group the task should belong to — that is, under which heading it should be displayed.

  5. Select the Type for the task. You can choose from the following options:

    – Checkbox (a box that can be checked)

    – Dropdown (a multi-select list)

    – Textbox (a text field)

  6. Click on Add.

  7. Click on Close when you are done.

Dialog to add task in rounds template

The 'Add Task' dialog — note the Name, Group, and Type fields.