Add Task

Add task

This form appears when you click Add task from anywhere on the screen.

You can fill in the basic task information or click the More options button to expand the pop-up. This will reveal additional fields such as Priority, Category, Project, and Details that you can add to the task. Note that all fields are optional, so you can choose to add only the Priority field, for example. Make sure to click the Add button to save your changes.

 Any of these fields may be edited at any time by clicking on the ellipsis on the task card.

1	Add you task title here.
2	The task is assigned to the current user by default. Click the down arrow to select a different user.
3	Enter the task due date here. Click the calendar icon to select a different date.
4	Click the down arrow to toggle between normal and high priority. High priority tasks are noted with a red flag.
5	Click the down arrow to select an optional category tag for the task. The tag will be visible on the task card.
6	Click the down arrow to associate the task with a particular project. This field is optional but if you choose a project, the name of the project will be visible on the task card.
7	Details can include a list of questions for a phone call, or specific instruction for another user who will complete the task... anything that would be useful for you and your team.

Updated July 11, 2025 14:17