You can create a task from the Projects & Tasks page in either of two ways:
- click Add New Task in the toolbar;
- use the add-task action in the required project row.
Complete the task form
Both actions open the Add new task window. Complete the fields required for your workflow:
- Project — select the project that contains the task;
- Priority — select the task priority;
- Title — required;
- Type and Status;
- Start Date and Deadline;
- Estimate — planned duration in weeks, days, hours, and minutes, for example
3w 4d 2h 20m; - Description;
- Assignee — required, and Author;
- Budget, Rate, and Currency. Use the project’s currency.
Click Save to create the task. Click Close to leave the window without creating it. After saving, expand the project to confirm that the task appears in the list.
Find the created task
If a project contains many tasks, click Filters and narrow the list using one or more available fields:
- search phrase;
- project or task;
- date range;
- status;
- priority;
- type;
- group or user.
Click the search icon to apply the filters. Use the clear-filter action to return to the complete list.
Review task statistics and comments
Open a task from the project list to review its details. The Statistic tab compares the estimate with recorded time and can show activity information collected for the task.
Use the Comments tab to add notes, reminders, or supporting information. Task actions in the project list also let you edit or delete a task if your account permissions allow it.