Add Task, Sites, and Events

Steps to Add Task to a Room from the Home Page:

  1. Click the Add dropdown button located on the right side of the room on the home page.

  2. Select Add Task from the dropdown. The Add Task window will appear.

  3. The Create Task window will open.
  4. Enter the required details as prompted on the screen.

  5. Once all the information is entered, click Save to complete the task creation.

Steps to Add Site to a Room from the Home Page:

  1. Click the Add dropdown button on the home page's right side of the room.

  2. Select Add Sites from the dropdown. The New Site window will appear.

  3. Enter the required details as prompted on the screen. The Institution Name field is a mandatory field.
Steps to Add Event to a Room
  1. Click the Add dropdown button on the home page's right side of the room. Click the Add Event from the drop-down.

  2. This is an open Create Event window. To create the event and understand the step-by-step process. Please refer to this section.