Follow these steps to create a new task and efficiently manage responsibilities, deadlines, and progress within your team.
Open the Work Menu: From the sidebar, select "Work."
Access Tasks: Click on "Tasks."
Create New Task: Click "New" to start a new task.
Set Priority: From the top right corner, choose the task priority.
Enter Task Details: Provide the task name, description, and due date.
Link Assets, Projects or Clients: Connect the task to an asset, project, or client by typing in the search field or selecting the icon next to it.
Assign the Task: Under the "General" tab, assign the task to users or an organization. If only an organization is selected, all its members can claim the task. If multiple assignees are added, any of them can edit the task, but only one person can complete it.
For Individual Assignments: If you assign the task to yourself, additional options will appear, including "In Progress", "On Hold", and "Complete". You will also see fields for Actual Start and End Dates and Description of Activities Carried Out, which must be filled in.
Add Supervisor Details: Optionally, add a supervisor organization and a specific supervisor for additional oversight. This helps ensure the task is managed and reviewed effectively.
Save or Update Task: Choose from options like "Save As Draft" if you need to add more information later, "Assign" to allocate the task to users, or directly set it as "In Progress", "On Hold", or "Complete" if you're the assignee.
Finalize Changes: Select the appropriate option to save your changes.
