- Log in to Shockey Monkey portal by entering your email address and password.
- Click Task in the Create New drop down box in the top right hand corner of the Dashboard.
- Enter the description of the task in the Subject field.
- Click on the Start Date field to select the date on which the Task should be started.
- Click on the End Date field to select the date on which the Task should be completed.
- Click on the Status drop down box to select the appropriate Status.
- Most of the time you will create Tasks with the status New.
- Click in the Priority drop down box to select the appropriate priority for the Task.
- If the Task is already partially complete when it’s being entered into Shockey Monkey, enter the Percent Complete. Enter 0 or leave blank if the Task hasn’t been started.
- Click in the Comments field to enter any description or important details about the Task.
- Click Create Task.
- Click the Tasks link in the left hand navigation panel to return to the Task list view.
- Click on the Subject of the Task to expand the view.
- Click in the Assign To drop down box if you wish to assign the Task to another user.
- Click Update Task to return to the Task list view.
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