How to add a new Task

This feature is only available for PRO Connect or Work Subscribers.

You can add a new Task by following these steps:

1. Click on Task Board icon in the navigation bar on the left.
2. Hover over where you'd like to add the task, then select the Add new task... link that appears. Note: You can use the Search and Filter options at the top to easily find the Task you're looking for.
3. Update the fields on the right-hand side:
   
   • Label (required): This is the name of your Task.
   • Description (optional): This is used to provide a description of the task.
   • Select the desired Priority (optional): High, Medium, Low.
   • Progress (optional)
   • Start / End Date (optional): This will add this Task to your company Calendar.
   • Users: This is used to assign this task to a User(s).
   • Task Resources (optional): Select the required resources for this Task.

Administrators can add Task Categories, Task Templates, and Task Resources:

• How to add a Task Resource
• How to add a Task Template
• How to add a Task Category