Create tasks

Create tasks

Add a task

  1. Click Projects, select the required project and then click Tasks.
  2. Click Add Task in the upper-right corner. 
  3. Enter the task details and then click Save to add a new task.

While adding new tasks, you can now, attach and share screenshots of any web page or screen related to the task using the screen-grabber option. Click  found in the right end of Drop files or add attachments here, and paste or attach the required image, and then click Done to upload the screenshot. An inbuilt draw tool lets you highlight what is important and blackout what you don’t want in the screenshot. A feed is generated whenever you add or delete a file or attachment to a task.

  • In Task List choose a task list from the Internal option if you want to display the task only to your portal users. However, if you want to collaborate and display the task with client users, you must associate a task list from the External option.
  • You can also add tasks using the Add Task link. In addition, you can create tasks right within the Home  page. To do this, click View More in My Tasks.

  • To set duration for a task instead of End Date, click Enter Duration and enter the number of days in Duration.
  • If the Start Date of the recurring task occurs on a holiday or a weekend, the previous working day is automatically set as the Start Date. This option is enabled only if the Recurring frequency of the task is set to Monthly or Yearly.

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