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Vernon CMS Help

Navigation: Advanced Topics > The Diary File

Create New Tasks

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Tasks record actions that need to be done for records in Vernon CMS, or general collection based actions.

Some tasks have standard costs and/or notes associated with them, for example photography may involve the same process for each object, with a consistent charge for the materials and time involved. The task of photography may also be assigned to the same person each time.

To Create a New Task

1.Click into the Task field in either the Diary window or the Tasks and Their Costs window.

2.Click the Open Related File button crebutt on the toolbar.

3.Give the Task a name.

4.You can set a default Cost Type, Actual Amount, Budget Amount, Actual Hours, Budget Hours, or Notes for the tasks.

5.This task may also be assigned to a specific person by default. Enter the person you want to assign the task to in the Person field

6.Save the Task window and close.

 

Every time the Task is specified for a record in the Activity/Object file, the system will automatically enter the defaults entered in the Task record. These can be overwritten when the Task is selected.