Creating a 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 all the necessary task details.

3. Click Save.

Learn how to create a new task from the Tasks Widget.

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.
  

Creating Personal Tasks

To create a personal task:

1. In the New 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 New Event 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 Task icon.

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

4. Update other event details as required.

5. Click Save.
   

Creating a New Task From an Email

To create a new task from an email:

1. Select the email from the list view.
   
2. Right-click the email to view more options.
   
3. Select Add to > Tasks.

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 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:

• For personal tasks, the task's creator is set as the assignee by default. For group tasks, no assignee is added automatically. You can manually assign someone by clicking the Set Assignee option.

• You can add up to five different assignees to a task.
  

Removing Assignees 

To remove an assignee:

1. Click the Add Assignees icon.

2. In the pop-up that appears, uncheck the assignee you wish to remove.
   

To remove all assignees at once:

1. Hover over the Set Assignee option.

2. Click the close icon.

Assigning Tags   

To assign tags for your tasks:

1. Click the More Options  icon in the top-right corner.

2. Click Tag As.

3. Select the desired tag from the drop-down menu.

Setting Task Priority 

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.

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 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:

1. To mark a task as closed, tick the checkbox located directly below the status option.

2. Learn how to create custom status options. 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 Enter.