Creating Tasks

    Tasks are the small pieces of work that help you achieve a larger goal. You can create tasks

    for yourself, or assign them to other people. Tasks can be created inside of projects to help

    guide project members to the project goal, or they can be assigned outside of a project to

    help you and others stay on track. You decide whether to add a task to a project or not when

    you create the task.

     

    To create a task:

     

    Note: Depending on whether you create your task using the Create menu or the Actions

    menu in a project, you may see some or all of the options below.

     

    1. Click Create > Task, or, if you are in a project, click the Create a task link from the Actions menu.

     

    2. Type a title for your task in the Description field.

     

    3. If you want to put the task in a project, choose a project from the Project drop-down menu. Your task does

    not need to be assigned to a project.

     

    4. By default, the task will be assigned to you. If you’re creating your task in a project, you can

    assign the task to someone else by clicking the Change link next to your name.

     

    5. Choose a due date for your task from the Due Date date picker.

     

    6. Type any notes or instructions for your task in the Notes field. This field is especially useful if you are

    assigning the task to someone else.

     

    7. Add tags to your task so it’s easy to  nd by entering them in the Tags  eld.

     

    8. Click the Add Task button. If you assigned the task to a person, they will receive a notification letting them

    know that a task has been assigned to them. If you put the task in a project, the task will appear on the

    project timeline. Click the Add and add another button to continue creating tasks. Click the Cancel button

    to delete an unsaved task or any changes you made to a task since you last saved it.

     

    9. Click the Tasks tab at the top of the project home page to view all of the tasks in a project.

    Tasks can also be marked as complete from this tab. If you mark someone else’s tasks as

    compete, you become the owner of that task.

     

    10. The system automatically sends reminder noti cations when tasks become overdue.