- Navigate to the Tasks Page:
- Click on Tasks from the main navigation.
- You will be directed to the tasks overview page, which displays all tasks (active and completed).
- Add a New Task:
- Click on the New Task button (usually at the top-right corner of the page).
- A form will appear with the following fields:
- Task Name: Enter a concise name for the task.
- Description: Provide a detailed description of what needs to be done.
- Assign to: Select a user or team member to assign the task to.
- Due Date: Set a deadline for the task to be completed.
- Priority: Choose the priority level (e.g., Low, Medium, High).
- Status: Choose the task’s current status (e.g., Pending, In Progress, Completed).
- Associated Project or Customer: Link the task to a specific project or customer if relevant.
- Set Reminders & Notifications:
- Enable reminders to notify you or the assignee as the due date approaches.
- You can choose to send notifications by email or SMS for reminders.
- Add Tags or Categories (Optional):
- Tags can help categorize tasks, making it easier to filter and search for them later.
- Save Task:
- Once the task is complete, click Save. The task will now be listed in the tasks overview.
Creating a Task
1 min read
Updated on May 1, 2025
