Tasks can be created in two ways:

  1. From the top level page of the form. If creating a task from the top level, you will have to fill-out the Category & Sub Category of the task.
  2. From within each sub-section. If creating a task from within a sub-section, the Category & Sub Category are automatically based on the sub-section where the task is created.

Depending on your account type, tasks may be allocated to other members of your team. If this is the case, each task will contain a Task Owner field, containing a list of other users to whom the task can be allocated.