Create task
The following article describes how a task can be created via the project start page, from a document or via task planning and how the task content is defined and assigned.
To find out what tasks are intended for and what they can be used for, read the following article: The types explained
On the project start page, click on + New in the menu navigation on the left and then on Task.
Now select the project in which the task is to be created.
Define and assign task content
Click on + New under Tasks & Topics -> All Tasks or My Tasks in the project.
To create a task from an uploaded document, right-click on the document and select Create task.
A new task opens, which is linked to the document.
Define and assign task content
In the task board, you can click on the + symbol in the desired week or on the desired day to create a new task.
Tasks can also be loaded from a template, this is described in more detail in the following article: Task templates
Enter title
Select categories of the task
Enter task description
Link documents
Insert attachments
Create plan sections
Add checklist item (for task structuring)
Define person responsible (must complete task)
Define persons involved (will be informed about changes and comments). Teams or contact groups can be selected via the group symbol.
Define due date (click on slider to assign task to a milestone / target date)
Assigning a task to a meeting
Assigning a task to an agenda item
If the task is not yet complete and additional information needs to be added, it can be saved as a draft; the participants will not yet be notified. To do this, click on Save draft.
Click on Save & assign to assign the task and inform the participants.
To find out what tasks are intended for and what they can be used for, read the following article: The types explained
Create task via the project start page
On the project start page, click on + New in the menu navigation on the left and then on Task.
Now select the project in which the task is to be created.
Define and assign task content
Create task in the task overview
Click on + New under Tasks & Topics -> All Tasks or My Tasks in the project.
Create a task from a document
To create a task from an uploaded document, right-click on the document and select Create task.
A new task opens, which is linked to the document.
Define and assign task content
Create a task in task planning
In the task board, you can click on the + symbol in the desired week or on the desired day to create a new task.
Define and assign task content
Tasks can also be loaded from a template, this is described in more detail in the following article: Task templates
Enter title
Select categories of the task
Enter task description
Link documents
Insert attachments
Create plan sections
Add checklist item (for task structuring)
Define person responsible (must complete task)
Define persons involved (will be informed about changes and comments). Teams or contact groups can be selected via the group symbol.
Define due date (click on slider to assign task to a milestone / target date)
Assigning a task to a meeting
Assigning a task to an agenda item
If the task is not yet complete and additional information needs to be added, it can be saved as a draft; the participants will not yet be notified. To do this, click on Save draft.
Click on Save & assign to assign the task and inform the participants.
Updated on: 15/11/2024