Adding & Managing Tasks

Tasks - Adding, Editing, Assigning, Managing & Deleting.

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Dashboard > Select a Project > Tasks


Adding Tasks

1. From the dashboard, select a project then click on the "Tasks" on the sidebar.

2. Within the "Tasks" page, click into the Add Task field and start typing to give the task a title.

3. Click Enter on the keyboard to save and move onto the next task.

4. Click onto a task Title to open the Task Details.

Remember to:

- Assign a user

- Set a Due Date/Time or Start Date End Date/Time (List Dependant).

- Set an Email Reminder for yourself (sending to your email)

- Include Subtasks if required

- Write out a Description, set a calendar Colour

- Add Photos, PDFs.

- Delete and Save a Task.


Managing Tasks

1. From the dashboard, select a project then click on the "Tasks" on the sidebar.

2. Within the "Tasks" page, start by selecting Tasks to perform actions to in List.

3. Click into Actions to perform functions on multiple tasks

- Functions Include:

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