There are two different task types to create:

  1. Individual tasks

    • These tasks are only for you. Accessible at any time from the Tasks page. No one else can view/edit these tasks.

  2. Project tasks

1) Create individual task

  1. Navigate to Tasks.

  2. Click on Create a task and enter your task name and other details. See how to create a task from a template here.

  3. Click Create task.

2) Create project task

  1. Navigate to Projects and open/create a project.

  2. Go to a Task group header, click Create task and enter your task details. See how to create a task from a template here.

  3. Click Create task at the bottom.

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