Tasks can be created from:
Main > Tasks > My Dashboard
On the Tasks board, click + Add Task or Create Task in any of the swimlanes
1.1 Task Details
During task creation, users must define the task’s visibility:
Personal Task
Visible only to the task creator.
Editable and manageable by the creator.
Note: Managers can view, all tasks that belong to their direct reports
Field | Description |
Task Name* | Required. Title of the task. |
Description | Optional. Additional context or instructions. |
Owner* | Auto populated to logged in user as it's a personal task |
Priority | Low, Medium and High |
Due Date* | Task Due date can be today or in future |
Attachments | Optional. Additional files/images that are relevant |
1.2 Creating the Task
Complete the required task detail fields.
Click Add Task to save the task.
Once created:
The task appears in the To Do column by default.
It is visible on the My Dashboard.