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Create a Task

Assign work to team members and track progress.

Steps​

1. Go to Tasks​

Click Tasks in the left menu.

2. Click Add Task​

Click Add Task or + New.

3. Enter Task Details​

Fill in:

  • Title - What needs to be done
  • Description - More details about the task
  • Assigned to - Who should complete it
  • Due date - When it should be done
  • Priority - Low, Normal, High, Urgent

Connect the task to:

  • A customer
  • An invoice
  • A project

5. Save​

Click Save to create the task.

Task Fields​

FieldPurpose
TitleBrief description of the task
DescriptionDetailed instructions
AssigneeWho is responsible
Due dateDeadline
PriorityImportance level
StatusNot started, In progress, Complete
Related toLinked customer/invoice/project

Assigning to Yourself​

Create personal tasks:

  1. Set yourself as the assignee
  2. Use for reminders and to-dos
  3. Track your own work

Assigning to Others​

Assign to team members:

  1. Select the assignee
  2. They'll receive a notification
  3. Task appears in their task list

Setting Priorities​

Use priority to indicate urgency:

  • Low - Nice to do, no rush
  • Normal - Standard work
  • High - Should be done soon
  • Urgent - Do immediately

Due Dates​

Set realistic due dates:

  • Consider workload
  • Allow buffer time
  • Overdue tasks are highlighted

Templates​

For recurring tasks, create templates:

  1. Create the task once
  2. Save as template
  3. Reuse when needed

Tips​

  • Keep task titles short and clear
  • Include enough detail in the description
  • Set appropriate due dates
  • Follow up on assigned tasks