Creating a Task

You can create a personal task for yourself or assign a task for others and associate it with a project.

  1. From the main navigation menu, click Pencil icon > Task.
  2. In the Description field, provide a brief overview of the task.
  3. Select a project for this task in the Project field. The default selection is None, which means it is a personal task for yourself and only visible by you. You cannot create personal tasks for other people.
  4. To assign the task to someone else, you need to select a project and then click the "x" next to your avatar to close it. After doing this, you can select the person who should own the task.
  5. In the Due Date field, enter the date you want this task to be complete by. The default due date is tomorrow.
  6. Click Advanced if you want to use the content editor to describe the task and add tags to it.
  7. Click Add Task.

Managing Tasks

You can edit a task, add a sub task, delete a task, and follow it in a stream. You can do this from either your personal task list (Actions > Tasks) or a project's task list (Project > Tasks).
  1. Next to the task, click Show details.
  2. Select edit a task, add a sub task, delete a task, and follow it in a stream.