Tasks

Tasks can be created for any record in SOLIDWORKS Manage or a simple User Tasks.

 

1. Right click on a record and select Create Task or from Home > Tasks click New from the Ribbon Bar or Main Grid.

 

2. Complete each tab as required, to create and assign the task accordingly.

 

Properties

The general details of the task including Notes, Task details and Attachments

 

See Task Properties

 

Users

Details of the Users involved in the creation and execution of the task.

 

See Task Users

 

Notifications

Settings for who receives Task Notification and when they are sent.

 

See Task Notifications

 

History

The history of the task from creation to completion.

 

See Task History

 

Progress

The hours logged against the Task.

 

See Task Progress