3. Click the appropriate Add link. A pop-up window will open.
4. Specify the nature of the task in the Task Type field.
5. Select the name of the person who completed or must complete the task from the Task Done By Person pick list. If a Person record does not already exist for the individual, use the Quick Add function to create one.
6. If applicable, specify the date the task was finished under Task Date, and the time it took to complete under Time Spent.
7. If there is an expense associated with the task, enter the Expense Type and the total Expense Amount.
8. Check the Follow-up Required? checkbox, if applicable.
9. Enter any additional information about the task under Log Notes.
10. Click OK. The investigative task and/or expense will be added to the Logs grid.
