- Click on + Create > Task
- Add the required field details;
- Type - Subject
- Priority - Low, Medium & High
- Assignee - A user
- Status - To Do, In Progress, Done and Cancelled
- Task Board
- Date Opened - created date
- Date Due
- Add description of the task
- Click on Save & Exit. The record has been saved.
- Or, Click on Save & Continue. The stakeholder record will open where additional details can be added.
- In the Summary tab:
- Comments - Add additional comments that are not covered in the initial message
- Timeline - Link any interactions
- Tagging - Assign the Tag/s connected to this stakeholder
- Files- Add any files that are linked to the Task
- Notifications - Add additional users to the Task
- In the Details tab:
- Stakeholder - Link the Stakeholder
- Assign a Project
- Click on the Tasks Tab to view all Tasks and Status
- You can look at the list view and see the current status of the Task
- You can switch to Kanban view and you can drag the tasks from one status to another
