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How do I create a Task?

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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:
  • Save to save the task record
  • Save and Continue to save the task record and go to its Deep Dive View
Clicking Cancel discards the data that you entered.
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