How to Create a Task
Tasks help you track and manage work items within your workspace. Assign tasks to team members, set deadlines, and monitor progress.
Step 1: Navigate to Tasks
Click "Tasks" in the sidebar, then click "New Task".
Step 2: Fill in Task Details
- Title (required): A clear, concise task name.
- Description: Detailed description of what needs to be done.
- Client (optional): Link to a specific client.
- Project (optional): Associate with a project.
- Assigned To: Workspace member responsible for the task.
- Priority: Low, Medium, High, or Urgent.
- Status: To Do, In Progress, Review, Completed.
- Due Date: When the task should be completed.
Step 3: Save
Click "Create Task". The task is created and the assigned member receives a notification.
Tip:
For repeating tasks, consider using recurring tasks to auto-create them on a schedule.