Home Tasks & Automation Creating & Managing Tasks

Creating & Managing Tasks

Last updated on Jun 17, 2025

Tasks help you break work into manageable pieces and keep your team aligned.

🔹 How to Create a Task:

  1. Open a project.

  2. Click Add Task.

  3. Fill in:

    • Task Title

    • Description

    • Due Date

    • Priority

    • Assignee

  4. Click Create.

🔹 Manage Tasks:

  • Click a task to edit details.

  • Change status (To Do, In Progress, Done).

  • Add comments, attachments, and track activity history.

👉 Next: Using Subtasks & Checklists