Users can create and manage tasks within groups of which they are a part. Below are the steps to create a task:
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.
An option to create a task will appear on the right side of the screen.
Enter a task title directly within the text box, 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', the task priority is 'Normal', and the due date is set to the current date while creating a task.
Below is a description of the various fields available:Icon:
- To Do /
- Open /
- In Progress /
- Cancelled /
- On Hold /
- Completed /
- Archived
Field Name - Status
Description - To view or change task status.
Mouse hover on this icon to view the current task status as a tooltip.
Icon:
- Normal /
- High /
- Critical
Field Name - Priority
Description - To view or change task priority.
Mouse hover on this icon to view the current task priority as a tooltip.
Icon: NA
Field Name - Task Assigned To
Description - To view or change the task assignee.
Icon: NA
Field Name - Due Date
Description - To view or change the task due date.
Once done, press the 'Enter' key to create a task. Alternatively, click on the '+' icon to create a task.
Related Articles: My Tasks
Next Article: Edit a Task