From Navigation
1. Click the “ + “ button in the Navigation, positioned in the stage in which you want to add a task
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61eff83cedd1585bf3e73f59_u0emthIZBKh8hA7OvWgkSHBfCogHbbhI2CPpPor6upl_qJC5Ruf07lsW1kwqxAAF-vyQBR_kbc7W_--CxpLzeWEc0tWtx2cnowG6KdOfLGe2PIEbp5Q5bKdwN8KlGPm8xkpxy7FY.png)
2. Choose Task
3. New Task panel will appear
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61eff83c9b680181a63cb827_C2QG6m9bHUlhnisNNmpE3f06cXjqnSolI4OFpBmZCO4Dg-bd8vqDe1wftpB2_oGP6EnFwlglzZz6e4xj8EZMW5wYavxj-GsvOUhCBZj-eO32ao2HEdKhCxZPevW-wA6-gzJN7pOx.png)
4. Task is automatically assigned to you
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61eff83c6a28c8745972aaaf_IoM2qr4eXTQ7VOzLsea8V4ny5t0CTlHbqSNRFG88ASwnLd7Ab_7Mk3UnMci3y6Cp1U-rH_p1FYynnNtMwyIonMGJ36jpZrHM1EpR4Lr12qGWw4CBAZbf5u2b2KSnrP1nQC2H0KAI.png)
5. Change the name of New Task by double-clicking on the name and typing new name in. New Task with given name will appear in Navigation
6. Click on “Enter Description” to add the description to the Task
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/639f4966406f2fc7b1a5c797_yiUpoXZMBZTRycdvoHddy2_chin3n5CAEPD1k4M5izS_BazxhB9JXBIAXlDux13Jz4ETFArP4aVLxrIDW_SxZxI5M--6uo1wYvFibEEANUnnZ-MeXQ83eOa6OnChO1dqAvTL4hfmyW65B3ymVlSY2jRDvpMF4Ecx1L-w8Is2c3F9_FYNTEs2xGoEUDAAYA.png)
7. Click to change Planned Start and Planned Completion Date of your Task
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61eff83c18db40b5be0d4ab1_m-iFk80Hfx-hh96WHnhxVhf9KWVKYJA-mDII2f1ztl1rS_BSgEnxHoTfrcwOZHOT_gN6r6vXVJywhoD2B9ZJhi-as4HJtjnZcv6QOTe6v6twIPOuO2ElXF3IX7npaBkhBqtv3XmX.png)
*Planned Start can not be set on Date later than Planned Completion.
From Taskbar
1. Click on the record. Taskbar will appear at the bottom of the page.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/639f4a423eccf9b36e46d316_lOlT1fB0YecFxKag1K2rmN7Gc6KMYlqx1V7SDUmHQjZvuVLt4b2u-0mQYMYHkbwsWahMQgxl5LcINtUXU6JVriJ81izk7fHkfWQfDg_2v0qXPvpQF7DqpbnHwDAN04dT7UUmhTwEW3EXkWU48vimb2GMHD6xZt3ZIgHpmzkTAjIXinQqa8YV0WWXH8CcaA.png)
2. Click on the 3 dots in the upper right corner of the taskbar and choose Create new task.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/639f4a42d4fdce5491c55a26_5vXzNknKqNXrBle0XfqHvhSu_VSMjo-8c97VUTKWS6v17G7o2J1KjIO1RO3OGKnOanCEOVa50vmykKUcd9b_eabkfw0XFr1-476eB5doGtuhOu8ob7ShWJNruPtpYTo1UWvjHJzXSzIPNZF8UiJ1_st2aRyvGCS7fK2FrBIUtK1NfDoPcdS5Gf0Za79qPw.png)