Creating a New Task

To create a task from the Tasks module:

1. Click the New Task button at the top-left corner of the app.
2. In the window that pops up, fill in all the necessary task details.
3. Click Add Task.

Notes: 

• Task title is a mandatory field.
• @mention a co-worker in the task title section to instantly add them as an assignee to the task.
  

Learn how to create a new task from the Tasks widget and the Smart Assistant. 

Creating Personal Tasks

To create a personal task:

1. In the Add Task window, click the task type in selection.
2. Select a category from the list under Personal Tasks from the drop-down menu.

Note: By default, any task you create will be added to your personal tasks.

Creating Group Tasks

To create a group task:

1. In the Add Task window, click the task type in selection.
2. Select a category from the list under Group Tasks from the drop-down menu.

Creating a New Task from Email Content

To create a task from email content:

1. Select some text in the email.

2. In the options that appear, click the Tasks icon.

3. The Task Creation window will open with the selected text in both the task title and description.

4. Update other task details as required.

5. Click Add Task.
   

Note: If a task is created for a POP/IMAP account, it will be added to the corresponding primary account's list of tasks.

Creating a New Task From an Email   

To create a new task from the email list:

1. Right-click the email.

2. Select Add to > Tasks from the menu list.
   

To create a new task from the email detail view:

1. Open the email you want to create as a task.

2. Select Add to > Tasks from the toolbar.

Alternatively, you can also:

1. Click the More Options icon in the top-right corner of the email detail view.

2. Select Add to > Tasks.

Note: The email subject will be added as the task title automatically, and the email content will be listed in the task description. You can make the necessary changes to this task before saving it. 

Filling Task Details

You can use a range of task fields to enhance your task management ensuring clarity for the tasks you create.

Adding a Task Description 

In the Description box, you can add more information about the task to guide you and your team through the project. Here, you can also @mention teammates to share the task and automatically notify them.

Adding an Assignee 

By default, the task assignee will be the person who creates the task. To add multiple assignees:

1. Click the Add Assignee  icon.

2. Search for the new assignee in the pop-up that appears.

3. Select them from the list of suggestions.
   

Notes: 

1. By default, the task is assigned to the task creator. 
   
2. You can add up to five different assignees to a task.
   

Removing an Assignee 

1. Click the Add Assignees  icon.
   
2. In the Set Assignee pop-up, uncheck the assignee you wish to remove. 
   

You can set task priority as either high, medium, or low. To set task priority:

1. Select the task category where you want to create the task.
2. Set the priority from the drop-down menu.

Note: By default the task is set at medium priority.

Assigning Tags

To assign tags for your tasks:

1. Click the Tags option. 
2. Set the desired tag from the drop-down menu.

Notes: 

• You can assign tags to tasks only if you have created them for your emails. 
• To remove the tag, dismiss the assigned tag label from the task.

Learn more about creating and managing tags. 

Setting Task Reminders

You can set reminders for tasks via email, pop-up, or notification. To set a reminder:

1. Click the Reminder  icon in the New Task window.
2. In the pop-up that appears, pick the date and time. 
3. Choose to receive the reminder either via Notification or Email.
4. Check the Send the Overdue Notification to receive to receive reminders for overdue tasks.
5. Click Set Reminder.

Note: To remove a reminder, click the Reminder  icon and click Remove.

Specifying Start and End Date

To specify the start and end date of a task:

1. Select the task category where you want to create the task.
2. Specify the required dates by choosing from the Start Date and End Date drop-down menus.

Changing Task Status

To change the task status:

1. Select the task category where you want to create the task.
2. Choose the desired status from the drop-down menu.

Notes: 

• To mark a task as closed, tick the checkbox located directly below the status option.
• You can create custom statuses only for group tasks. Learn more. 
  

Uploading Attachments

To upload attachments to a task:

1. Select the task category where you want to create the task.
2. Click the Attachment icon in the top-right corner.
3. Locate the file in your system.
4. Click Open.

Creating Subtasks

You can create subtasks to break down complex tasks into manageable steps. To create a subtask:

1. Enter the subtask title in the designated textbox under the subtask section.
2. Set the priority, select the due date and time, and assign the task to your colleagues, if required.
3. Hit return.

Note: While quick creating a subtask itself, you can set priority, due date, and assignee, by clicking the respective icons.