How to add a new Task?

Last Updated on:
December 21, 2022

From Navigation

1. Click the “ + “ button in the Navigation, positioned in the stage in which you want to add a task

2. Choose Task 

3. New Task panel will appear

4. Task is automatically assigned to you

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

7. Click to change Planned Start and Planned Completion Date of your Task

*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.

2. Click on the 3 dots in the upper right corner of the taskbar and choose Create new task.