How To Create A Task

How To Create A Task


1. Tasks

Tasks

2. Click on the task icon to create a task.

Click on the task icon to create a task.

3. Tasks Categories

Tasks Categories

4. Pending Tasks

Pending Tasks

5. In Progress Tasks

In Progress Tasks

6. Completed Tasks

Completed Tasks

7. Click on "New task" to create a task.

Click on 'New task' to create a task.

8. Enter the logical title of the task that explains the purpose.

Enter the logical title of the task that explains the purpose.

9. Click here to select the team member to whom the task should be assigned.

Click here to select the team member to whom the task should be assigned.

10. Choose a team member from the available options.

Choose a team member from the available options.

11. You can select the due date by which the task needs to be completed.

You can select the due date by which the task needs to be completed.

12. Click here to select the contact

Click here to select the contact

13. Select the required contact from the available options.

Select the required contact from the available options.

14. You can set the task status from here.

You can set the task status from here.

15. Task categories

Task categories

16. Enter a description of the task outlining what needs to be done.

Enter a description of the task outlining what needs to be done.

17. File to be attached

File to be attached

18. If you need to add a note, click on "Add Note."

If you need to add a note, click on 'Add Note.'

19. You will get a window to add the note details.

You will get a window to add the note details.

20. Enter the title of the note.

Enter the title of the note.

21. Enter the description of the note.

Enter the description of the note.

22. Click on this icon to attach the file.

Click on this icon to attach the file.

23. Click on "Add note" after entering the details.

Click on 'Add note' after entering the details.

24. The note has been added.

The note has been added.

25. For editing the note, click on this icon.

For editing the note, click on this icon.

26. For deleting the note, click on this icon.

For deleting the note, click on this icon.

27. Click on "Create Task" once you have entered all the details.

Click on 'Create Task' once you have entered all the details.

28. The task has been successfully created.

The task has been successfully created.