Creating a task

Ready to create a new task? You have 2 places you can do this from.

On the main tasks list page 

You can get to the tasks list page from the main sidebar menu by clicking on the “Tasks” icon.

From the tasks list page, select “Create New Task” in the top right corner of the page. This will let you create a project with all options showing.

The main difference with with creating a task this way is that you’ll also see a “Project” option so you can define which project the task will be part of. This option doesn’t show when you create a project on the tasks page of a project. You’ll only be able to add tasks to projects you’re allocated to already.

On the tasks page of a project

This is the best way to set up a task when you’re in the project you want the task to live in. To get to this page go to the main “Projects” page, click a project and then click on the “Tasks” link in the secondary sidebar.

From here you have 2 options; “Quick create a task” or “Create a task with all options”. We’ll explain both below.

Quick create a task

When you’re on the tasks list page of a project and there are no tasks on the project you’ll see a blank page asking you to create a project. But above that you’ll see a simple input that says “Quick create a new task…”.

Click into this input and enter the title of your task, this is the only option you get when you’re quick creating a task. When you’ve typed out your title hit enter and the task will be created.

You can create multiple tasks in quick succession using this option. When you’re done you can refresh the page and all your tasks will show in the list.

When you quick create a task it is created with the following settings:

  • No date
  • Allocated to you
  • Allocated to your top group
  • Status is set to “Open”
  • Type will be the top type in the “Task Type” list in your account settings
  • Blank description

This is a great way to create tasks quickly if you want to get all your tasks into a project before defining the settings of each task.

Create a task with all options

The most common way to create a task is from the tasks page in a project and by clicking on the “Create New Task” button.

In the resulting popup, you can set a Task Name, and edit a range of information about the task to make sure it’s allocated to the right people/group, has the right status, and has all important information added to the description. 

When you’re creating a task, it’s perfectly fine to just fill in what’s needed, and leave what isn’t – you can come back to this later. A task can be opened at any time and edited as required.

Each task can be associated with a “Date Range”, and therefore a start and an end date can be specified. (These can be the same if you want to have a 1 day task). You can enter this manually, or use the date selector as shown below to just click the start and end date. You’ll notice that this also tells you how many days the date range spans.

Tasks can only be allocated to an internal person (someone on your internal team). When you’re assigning a task to a user, you’ll see the internal team from the particular project you’ve nominated in the ‘Project’ drop down.

Under ‘Task Type’ you’ll see “Hidden from external users” as a default option, plus anything else you’ve set up in your account settings. This is a way to control visibility to external users.

The Task note area offers a WYSIWYG text editor, with various heading styles and formatting options – such as font sizes and weights, as well as three different list types – bullet, numbered and checklist. 

This means you can add a task – but also add subtasks and check them off when they’re done. 

There’s a “link” button which lets you add a link, but pasting a URL will also automatically convert into a clickable link when saved. You can get more control into how the link works by clicking on the link button – for example, if you wanted it to open in a new window.  

When you hit enter, you start a new paragraph. Shift and enter gives you a simple line break.

Updated on May 11, 2020

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