Create a Record from a Task

Purpose

This guide outlines how to create a record from a Task. This can be accomplished in two ways, through the:

• Task page
• Task bar

Task Page

1. Select the task from the process navigation panel.

2. Click on the + Record button to create a new record inside the stage that you are currently in. A list of available record types will appear. 

Task Bar

1. Click the + button to the right of the Records button inside the task bar and select the record you wish to create. 

2. Additionally, you can click on the Records button inside the task bar to display a popup with all linked records. Click on the + Record button within that window and select the record you wish to create.