How to Add a Task
Tasks are what make up a project. They are very similar to projects, meaning you can color-code them, assign to users, set their status and progress, drag and drop them into task dependency priority, leave comments, upload files and so on.
In this article, you'll learn how to:
There are two ways you can add a task in a project:
- Using the Add Task text box
- Clicking the +Add Task button
Below are the steps for adding a task using the Add Task text box:
Step 1: To add a new task, enter the following details (all are optional save the task title).
- Give your task a title
- Select start and end dates for your task
- Select what % of Progress your task is in
- Assign the task to Users
- Add a Tag, if need be
Now, click the 'Add Task' button to finish adding a task.
The task added will appear like this on your project dashboard.
Step 2: Once you've added a task, you can still view and edit the details (View Task button appears on mouseover on the task).
In this pop-up view, you can add a task description, make changes to your previously selected data such as due dates, users, and so on. Do not forget to click Save once you're done making changes.
Alternatively, you can add a task by clicking the +Add Task button as shown in the screenshot below. Doing so opens a window on the right-side of the screen, where you can enter all the required details, and click Save once done.
Please note: you can also add a task without opening a project by accessing the +Add Task option from the Tasks dropdown list in the top navigation bar.
You can split tasks into sub-tasks to better track project progress. Sub-tasks work the same way as tasks do. Subtasks can be assigned to different users.
For Example, imagine a task created for capturing and choosing photographs for a magazine. Its subtasks will include researching what kind of photographs are needed, capturing the photos, developing them, choosing them and printing them.
Follow the steps given below to add a subtask:
Step 1: To add a sub-task, click the +Subtask button next to the task name.
Step 2. Clicking the +Subtask button will open the Add Subtask text box, as shown in the screenshot below.
Step 3. Subtask added will appear like this, as shown in the screenshot below. A subtask can be viewed and edited in the same way a task is edited.