How to Create a Task from Tasks Tab?

Left menu > My Space > Tasks

1. Follow the above-mentioned workflow to land on the Tasks screen. Click on My Space.

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2. Open the Tasks tab.

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3. To create a new task, click the Create a Task button. Doing so opens the Create a Task window.

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4. Here, use the Title field to enter the task title.

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5. Provide a description of the task if you deem it necessary.

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6. Select the client for whom the task is being created using the Client dropdown list.

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7. Choose the task's due date using the Deadline date selector.

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8. Use the Frequency dropdown list to select how often the task should occur.

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9. Select the assignee for the task using the Assigned to dropdown list.

creerunetache0910. Associate tags with the task you are creating by entering them in the Tags field.

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11. If you want to mark it as a priority task, check the Priority Task box.

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12. To mark the task as private, check the Private Task box.

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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.

13. Once all required selections are made, click the Confirm Task button.

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