FAQs in this section
What is Task sequencing?
How do I create a subtask?
What is a Task?
How do I create a previous task?
What are the dependencies between a subtask and a previous task?
What is the impact of business hours on Task duration?
How do I create a parent task?
What is a parent Task?
What are the dependencies between parent tasks and subtasks?
What is an example of Task Sequencing?
How do I access Tasks?
How do I delete a task?
How do I set up reminders for my Tasks?
How do I mass edit tasks?
How do I track time spent on a Task?
How do I use a Timelog?
Can I see a due date in a parent task record?
How do I create invoices for a billable task?
How do I create a Task?
Table of Contents
Follow these steps to create a task from the Kanban, List, or Calendar View:
- Click the Main menu.
- Go to Essentials.
- Click Tasks.
- Go to the List, Kanban, or Calendar View using the icons displayed beside Filters.
- Click +Add Task.
- Fill in the necessary data fields in the Quick Create > Tasks window.
- Click:
- Save to save the task record
- Save and Continue to save the task record and go to its Deep Dive View
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