Add tasks from Overview

1. Navigate to Overview and select Tasks on the left navigation panel.
   
2. Click on the view selector drop-down.
   
3. Hover over a view. Click on the  icon to set a view as default.
   

You will land on this view every time you access the Tasks section under Overview.

Add tasks from List view

1. Select a project either from the Recent Projects section or the Projects tab in the left navigation panel.
   
2. Navigate to the Tasks tab in the top band and open the List view.
   
3. Click Add Task in the upper-right corner, and enter the Task Name.
   
4. Add a Description and complete any mandatory custom fields to save the task.
   
5. Select a Task List, add attachments if necessary, and assign a Task Owner.
   
6. Enter other task data under Task Information.
   
7. Click Add or click Add More to continue adding tasks.
   

 

In Task List, you can choose a task list from the Internal option if you only want to display the task to your portal users. However, if you want to collaborate and display the task with client users, you must associate a task list from the External option.

You can set the default billing type for tasks by adding the Billing Type field in the task layout and fields. The billing type can be None, Billable, or Non-Billable. If you select None, then the default billing status of the project will apply. To set the duration for a task instead of an end date, click Enter Duration and enter the number of days.

If the Start Date of the recurring task occurs on a holiday or a weekend, the previous working day is automatically set as the start date. This option is enabled only if the recurring frequency of the task is set to Monthly or Yearly.

Add tasks from Gantt view

1. Select a project from the Recent Projects section or the Projects tab.
   
2. Click Tasks in the top band, open the Gantt view, and click Add Task inline.
   
3. Enter the Task Name and Description, select a Task List, and enter the Task Information.
   
4. Click Add or click Add more to continue adding more tasks.

Add tasks from Kanban view

1. Select a project from the Recent Projects section or the Projects tab.
   
2. Click Tasks in the top band and open the Kanban view.
   
3. Click  to add a new task within the respective Task List.
   
4. Enter the Task Name to add the task automatically. Then, click on the task to enter its information in the details page.
   

Add tasks from Task Template

1. Click () in the upper-right corner of the top navigation band.
2. Navigate to Customization and select Task Templates.
   
3. Click Create a Task List Template in the upper-right corner to add a new task list template.
   
4. Hover over Task List Template and click Add Task.
   

Add tasks from Task List Detail page

1. Navigate to your project and click Tasks in the top panel.
   
2. Select the List / Gantt view.
   
3. Hover over a task list and click the  icon. Then select Open Details.
   
4. Click Tasks from the Detail page and click Add Task.

Add tasks from Workload Reports

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Reports in the top navigation band.
   
3. Select the Workload Report from the drop-down.
   
4. Click  on the chart for any user in the desired timeline.
   
5. Enter the Task Name and Description, select a Task List, and Enter Task Information.
   
6. Click Add or click Add more to continue adding more tasks.