Saturday, April 27, 2019

New Task and Log Task Information


When viewing transactions or entity records in NetSuite, one will find the New Task and Log Task buttons under Communication tab > Activities subtab.

New Task button is for creating tasks done on a future date or a scheduled one.

Log Task button is for creating tasks for tracking or recording purposes only and is not used for scheduling (no Due Date field).

If a task has already been completed but not yet recorded, Log Task should be used instead of New Task.

 

Below is a table that will show the fields available in the main section of a  Standard New Task and Standard Log Task forms:

New Task Form

Log Task Form

Title

Title

Assigned To

Assigned To

Notify Assignee by Email

Status

Priority

Private Task

Insert Before

Date completed

Status

Reserve Time

Private Task

Start Time

Start Date

End Time

Due Date

 

Date Completed

 

Reserve Time

 

Start Time

 

End Time

 

Reminder Type

 

Reminder

 

 

Note: Availability tab is not present in Log Task forms.

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