5.3.1. Add a General Task

General Tasks are not specific to any particular Account in SharePortals. For example, you may wish to create a general Task to track progress of reporting internal data for your own organisation.

• First, click on the Tasks menu item at the top of the SharePortals front page:
  
  This will take you to a list of your current general Tasks:
  
• Click the green Add Task button:
  
  You will be shown a new page allowing you to add information about the new Task.
• There are also three options to choose from after entering the new Task information: Save, Save and Create New, or Cancel.
  • Save will save the new Task with our entered information, and take us back to our list of general Tasks.
  • Save and Create New will save the new general Task, and then immediately allow us to create another with a new Task form.
  • Finally, Cancel will return us to our list of Tasks without saving the currently-entered form information.
• We add in information about our new Task, assigned it to ourselves and then click Save:
  
  We are returned to our Task list with our new general Task successfully added:
  

*General Tasks aren’t associated against any specific Account. If you want to create a Task related to an Account, you should add an Account-Specific Task instead.

!Any Tasks created against an Account will not appear in your list of general Tasks. Account-Specific Tasks can be reviewed by going to Accounts, clicking on the relevant Account and then clicking Tasks in the right hand pane.