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      How to Add a New Task from the top menu?

      Top menu > "+" button > New task

      1. Click the + button from the action buttons located at the top-right corner of the screen. Doing so reveals a list of options.

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      2. From these options, click New Task. This opens the Create a Task window.
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      3. Here, fill in the required details using the Title, Description, Customer, Deadline, Frequency, Assigned To, and Tags fields and dropdowns.

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      4. In case it is a priority task, mark the Priority Task checkbox.

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      5. If it is a private task, mark the Private Task checkbox.

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      AstuceTip

      Don't forget that you can create private tasks for yourself or for a team. Only the person who created the task and the people assigned toit will be able to see it.


      6. Once the required information is filled, click the Validate task button.

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      AstuceTip

      If you have recurrent tasks, you can change the frequency of your tasks and they will automatically appear according to the set period.