Welcome to our comprehensive guide on how to create a task. Tasks are essential components of effective project management, helping you break down projects into manageable steps and ensuring that all team members know their responsibilities. Whether you're assigning tasks to yourself or your team, our platform makes it simple and efficient. Follow the steps below to create tasks, track progress, and keep your projects on schedule. Let's get started!
First, to create a task, you need to create a project. If you don't have a project yet, go ahead and create one first.
Step by step guide on creating a task
Once you have created a project, in your sidebar click "Create Task" button or go to Projects > Click desired project > New Task
A popup will open for you to select a project. Select your project and continue.
Now it's time to enter the details for the task, such as task description and file uploads etc.
Once you are done with the details, it's time to set the start/due date and whether you would like to ask assignees before starting the task.
Start the task immediately: This means to begin working on the task right away, without any delays or waiting period.
Ask approval before starting: This means that before you can begin working on the task, you need to obtain confirmation from the assignees. This step ensures that all necessary parties are informed and agree that the task should proceed.
Now it's time to assign the task. Select the members by clicking on their names and click "Create task."
That's it, you are all done. You task has been created!
How to delete the task?
Click the task you would like to delete as show below.
The task will open; click the "bin" icon as shown. Confirm and your task will be deleted.
PS: Remember, this action cannot be undone, so proceed with caution.
Thank you for your attention and commitment throughout this process. By following these steps, we're ensuring that our tasks are assigned efficiently and our team remains well-coordinated. Let's continue to work together towards our common goals with the same enthusiasm and dedication. If you have any questions or need further assistance, feel free to reach out. Together, we can achieve great things!