Creating a New Task

You can create new tasks in your account from several different locations, depending on your current view and how you prefer to work. Each method is designed to be intuitive and integrate seamlessly with your workflow.
Here's how to create a new task in different areas of the application:

1. On the Task List Page by Typing into the Input

This method is ideal for quickly adding tasks to a general list without immediately assigning them to a specific section.
  • Step 1: Locate the Input FieldNavigate to a task list page. At the top or bottom of the task list, you will find an input field labeled "Add new task".
  • Step 2: Enter Task NameClick into this input field and type the name of the task you want to create.
  • Step 3: Add the TaskPress the Enter key on your keyboard or click the "Add New Task" button next to the input field. The task will be added to your list, and the input field will clear, ready for your next task.

2. On the Task Kanban by Typing into the Column Input

When working with a Kanban board, you can add tasks directly into specific columns, which often represent different stages or categories.
  • Step 1: Identify the Column InputOn your Kanban board, look for an input field, typically labeled "New Task" or "Add a task", located within a specific column (e.g., "To Do", "In Progress").
  • Step 2: Enter Task NameClick into this input field within the desired column and type the name of your new task.
  • Step 3: Add the Task to the ColumnPress the Enter key on your keyboard or click the "Add New Task" button associated with that column. The task will be created and placed directly into that column.

3. On the Calendar by Clicking into a Date

This method allows you to create tasks with specific start and end dates directly from your calendar view.
  • Step 1: Select a Date or Time SlotGo to your calendar view. Click on a specific date or drag your cursor across a time slot to define the duration for your new task.
  • Step 2: Provide Task DetailsA prompt or a small form will appear. Enter the name of your task in the designated field. The start and end dates will typically be pre-filled based on your calendar selection, but you can adjust them if needed.
  • Step 3: Confirm Task CreationClick the "Create Task" or "Save" button within the prompt. The new task will appear on your calendar with the specified dates.

4. By Clicking the "New Task" Button on The All Tasks View

The global all tasks view has a "New Task" button at the top left of the page. Click this to open a form with more options.
  • Step 1: Click the "New Task" ButtonOn various task views (e.g., list view, project overview), you will find a prominent "New Task" button.
  • Step 2: Click the ButtonClick the "New Task" button. This action will typically open a dedicated task creation form or a pop-up window.
  • Step 3: Fill in Task InformationIn the form or pop-up, enter the task name and any other relevant details such as project, assigned people, dates, or privacy settings.
  • Step 4: Create the TaskClick the "Create Task" or "Save" button within the form. The new task will be added to your project.