# Tasks

_User Guide › Add New User › My Desk_

![Tasks](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1cd7d619e0deb0dff99522939bc60fe4.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%223%20%20Save%22%7D%5D%7D)
*Task — Add new › My Desk › Task*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8ccd0b933a988accb8043193fb8be39d.png)

## Overview

Use **Tasks** to record and follow work that requires action. Sales, purchasing, warehouse, project, and finance users can use a task to track work from its initial scheduling through **Due, In Progress**, and **Completed**.

## Before you start

Sign in to the application before opening a task. Navigate to **Add new > My Desk > Task**.

## Steps

1. Navigate to **Add new > My Desk > Task** to open the Task page.

2. Enter the required task information.

3. Select **Save** to validate and save the task. If you want to save the task and leave the page, select **Save and Close**.

4. Follow the task through its work lifecycle:
   - A task becomes **Due** when it requires action.
   - Continue work while the task is **In Progress**.
   - Complete the task when its work is finished, resulting in **Completed**.

5. If completed work requires further attention, select **Consider As Not Completed**. Use this action when the task should no longer be treated as completed and must be followed as current work.

> **Note:** Saving validates the Task form. The application does not save the task when required information is missing.

> **Warning:** If you leave the Task page with unsaved changes, the application displays a warning before you exit.

> **Tip:** Use **Save** while continuing to work on the task. Use **Save and Close** when the task details are complete and you are ready to leave the page.

## Troubleshooting

- The task does not save → Required information is missing → Complete the required information and select **Save** again.
- A warning appears when leaving the page → The Task page contains unsaved changes → Select **Save** to retain the changes, or respond to the warning before leaving.
- The Task page is unavailable → You are not signed in → Sign in, then navigate to **Add new > My Desk > Task**.

## Result

The task is saved and can be followed through **Due, In Progress**, and **Completed**.

## Related pages

- [Call](doc:call)
- [Add New User — Overview](doc:add-new-user-overview)
- **Add New User — Learning Path**
- [Getting Started with Add New User](doc:add-new-user-getting-started)
- [Payments](doc:payments)
- [Projects](doc:projects-guide)
- [Direct Order](doc:direct-order)
- [RFQ](doc:rfq)
- [Direct Order](doc:direct-order-2)
- [Process](doc:process)