How do I create a Task?

Follow these steps to create a task from the Kanban, List, or Calendar View:

1. Click the Main menu.
2. Go to Essentials.
3. Click Tasks.
4. Go to the List, Kanban, or Calendar View using the icons displayed beside Filters.
5. Click +Add Task.
6. Fill in the necessary data fields in the Quick Create > Tasks window.
7. Click:
   1. Save to save the task record
   2. Cancel discards the data that you entered.