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Creating a Task

Add and assign actions to yourself or others.

You can create tasks – for yourself or team members – from either your Dashboard or from the Clipboard within a project.

From My Dashboard:

1. Click My Dashboard under the Overview tab in the left-hand menu.

2. Click "+ Task."

3. Enter a title for the task, select which project the task applies to, who should be

assigned to the task, and start/due dates.

4. If desired, click the flag icon in the upper-left corner to set a priority status (High, Medium, Low).

5. Click "Set due date."

From the project Clipboard:

1. Navigate to a specific project in the left-hand menu and go to Clipboard in the ribbon menu.

2. Click "+ New" in the Project Tasks section.

3. Enter a title for the task, who should be assigned to the task, and start/due dates.

4. If desired, click the flag icon in the upper-left corner to set a priority status (High, Medium, Low).

5. Click "Set due date."

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