Creating tasks are easy. You can create tasks in the following locations:
- List
- Task group
- Timeline
Here are a few simple steps to create your tasks in Lists.
Step 1
Within List, click the button, "New Task +" to create a task and have it be categorized as 'Unassigned'. However, if you have task groups, simply click the link "+ Add another task" within any group and the task will be added to a group.
Pro tip: if you have groups, use the link "+ Add another task". |
Step 2
You'll be prompted with a form. Fill in the below required fields. Then, click the button, "Add +".
- Task Name: Enter the name of your task.
- Assigned: enter the assignee(s). Your name will be pre-populated. While you can either remove yourself or add others, if you remove yourself and are not a Project Owner you will not be able to update the task. See task permissions for more information.
- Due Date: Enter the due date.
Pro tip: We also recommend you enter the Start Date so that you can give visibility to your project team as to when it will commence, but it is not required. |
Step 3
You're all done and your task will display. Additionally, all Project Members and Project Guests assigned will receive a notification that they have been added as an Assignee to the task.