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Create a Task

This article shows you how to create a task as well as the statuses that can be applied to tasks.

Updated over a week ago

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 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:

    1. Icon: - To Do / - Open / - In Progress / - Cancelled / - On Hold / - Completed / - Archived

      1. Field Name - Status

      2. Description - To view or change task status.

        Mouse hover on this icon to view the current task status as a tooltip.

    2. Icon: - Normal / - High / - Critical

      1. Field Name - Priority

      2. Description - To view or change task priority.

        Mouse hover on this icon to view the current task priority as a tooltip.

    3. Icon: NA

      1. Field Name - Task Assigned To

      2. Description - To view or change the task assignee.

    4. Icon: NA

      1. Field Name - Due Date

      2. 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.

  4. As soon as you press the 'Enter' key, the task gets created. A pop-up will appear on the right side, allowing you to edit further details of this task.
    Alternatively, you can also create a task from the 'aMessages' tab as well. Click here for detailed help.


Related Articles: My Tasks

Next Article: Edit a Task


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