Users can create and manage tasks within groups of which they are a part. Below are the steps to create a task:
1. All the groups accessible to you will be listed under the 'Groups' option in the left panel. Click on one of the group names to start creating a task.
2. An option to create a task will appear on the right side of the screen.
3. Enter a task title directly within the textbox as shown in the above screenshot.
A task is by default assigned to the logged-in user.
By default, the task status is 'To Do', task priority is 'Normal' and the due date is set to the current date while creating a task.
Refer to the below table to understand the different icons available while creating a task from the 'Tasks' tab:
Icon | Field Name | Purpose |
- To Do / - Open / - In Progress / - Cancelled /
- On Hold / - Completed / - Archived | Status | To view or change task status. Mouse hover on this icon to view the current task status as a tooltip. |
- Normal / - High / - Critical | Priority | To view or change task priority. Mouse hover on this icon to view the current task priority as a tooltip. |
NA | Task Assigned To | To select a user from the list of group members. Type in the initial characters of the user's name to get auto-suggestions based on the same. |
NA | Due Date | Select the task due date. |
Once done, press the 'Enter' key to create a task. Alternatively, click on the '+' icon to create a task.
4. As soon as you press the 'Enter' key, the task gets created. A popup will appear at the right side allowing you to edit further details of this task.
Alternatively, you can also create a task from 'aMessages' tab as well. Click here for detailed help.
Related Articles: My Tasks
Next Article: Edit a Task