Add a Task

Available methods to Add a New Task

1. Click the + icon in the top right-hand corner. From the dropdown, choose Add new task.
2. On the Tasks page, click on the + Add new button or select the Add task.... field in the task list view.
3. Duplicate an existing Task.
4. Add from Task Template.

Task Details

• Status: Choose a status from the dropdown menu to set the task's progress.
• Client: Assign the task to an existing client by selecting from the dropdown.
• Assignees: Add team members responsible for the task.
• Estimated Hours: Input the estimated time required to complete the task.
• Start Date: Select a starting date for the task.
• Due Date: Choose a due date to ensure the task is completed on time.
• Repeat: Set if the task is to repeat and the frequency.
• Tags: Add relevant tags for easy categorization and searching.
• Description: Provide a detailed description of the task.
• Subtasks: Break down the task into smaller, manageable parts by adding subtasks.