Create Tasks
Use tasks to designate duties to help you keep yourself and your team on track.
- Tasks Connected to Projects
- Standalone Tasks
- Personal Tasks
- Recurring Tasks
- Discussions Inside of Tasks
Tasks Connected to Projects
Use the instructions below to create tasks related to a project.- Open the Project and navigate to the tasks section
- Click in the New Task field and enter the name of your task
- Click +Schedule to add a due date for the task
- Click +Assign to assign the task to a Team Member (if a name appears, clicking the name will allow you to unassign the task or choose a different Team Member)
- To save the task, hit the return key on your keyboard
Advanced Options
Once a task is saved, hover over the task and click the arrow to open Advanced Options. Here you can add a description, start a discussion, disable Smart Rescheduling, ignore weekends, or delete the task if needed.Bulk Delete
To delete multiple tasks within a project, click the vertical ellipsis menu at the top of the Tasks panel.Due Dates
Project Task due dates will be relative, meaning that you can select a date based on the publishing of the project (e.g. one day before, or a week before). If a project's scheduled date is moved, task due dates will automatically adjust with Smart Rescheduling. You can also select a custom date, which is a hard date.Notifications
Team Members are only notified of a task if it is assigned to them by another Team Member. Task notifications will be sent to the Team Member's email and will show up on their Home Page. Learn more about managing notifications here.Visibility
Project Tasks will appear on the calendar and be visible to other Team Members depending on their roles.Sorting and Reordering
New tasks will be added to the bottom of your project's task list. Reorder any task by hovering over the task, then click the three lines to drag and drop the selected task. To sort tasks, click the vertical ellipsis at the top of the Task section.Task Burn Up Chart
Click the task progress bar at the top of the Tasks section to open the Task Burn Up Chart. Back To TopStandalone Tasks
Standalone Tasks are created directly on the calendar.- To create a standalone task, click +Create
- Click More Options, then click Task
- Enter the name of the Task, set a due date, and add a color label if needed
- Click Create
- Add a discussion if needed, then click Close
Notifications
Team Members are only notified of a task if it is assigned to them by another Team Member. Task notifications will be sent to the Team Member's email and will show up on their Home Page. Learn more about managing notifications here.Visibility
Standalone Tasks are visible on the calendar to other Team Members depending on their roles. Back To TopPersonal Tasks
Personal Tasks are created on the Home page and do not appear on the calendar.- From your Home Page, click +New Task
- Enter the name of the Personal Task, then hit the return key on your keyboard
- If you'd like to have the task repeated, set a custom due date then click Repeat
- To delete a Personal Task, mark the task as finished by checking it. The next time you load your Home page, the task will be gone.
Visibility
Personal Tasks created on the Home Page are not visible on the calendar and can only be viewed by you. Back To TopRecurring Tasks
Standalone Tasks and Personal Tasks can be set to repeat.- Within the Task's Advanced Settings, click Repeat
- From there, set the frequency (daily, weekly, monthly, etc.) and how long you want the task to continue to repeat. You can also choose how far into the future you'd like to see tasks on your calendar.
