SM&CR is complex, and often necessitates managing and updating a large number of datasets. That's why Corterum allows you to link a dataset to a task, so you can immediately jump to the dataset you need to update.
Before we link a dataset to a task, we need to create a task. To do this, follow this process:
Creating and assigning a task
To get started, head to the ADMINISTRATION tab at the top of the screen.
On the left-hand panel, click on TASKS, then click on the PLUS icon.
You will then see a pop-up allowing you to add attributes to your task:
First, set a title for your task (this is a mandatory field)
Optionally, add a description to your task.
You can also, optionally, set the priority level for the task.
Next, add a deadline for your task to be completed.
You can then, optionally, check the box to indicate that task completion is required by all users.
Next, you can assign 1 or more users to this task (this is a mandatory field)
Including a link to a dataset within a task
At the very bottom of the pop-up menu, you'll see an option to include a link to a dataset.
First, click the checkbox to reveal a drop-down menu.
From the drop-down menu, either search for or select from the list of datasets contained within your Corterum instance. NOTE: only one dataset can be linked to a task at one time.
To finalise tis process, click SAVE.