How to Add a Task in a Project? ?

Any project member can create a task for the project.

Please Check the below pointers for adding Tasks.

Login & navigate to projects in menu >> Open any project >> Click on List >> Click on ""Add+"" icon >> Click on Add Todo.

You can also Add Task from drawer.

Click on '+' icon >> Task >> It opens Add Task Drawer

Enter following information to add task : Task Name, Task Description, Task Status, Task Assignee, Due Date, Priority, Task list & Also you can choose other options from 3 dots.
Click on Save Task.

How to create quarterly recurring for task.

Navigate to Add/Edit task .

Click on 3 dots >>Click on recurrence >>click on Toggle button and then select frequency .

Add the Task from the todo listing

A) Simple View :

Login & navigate to projects in menu >> Open any Project >> enter task name -> Press Enter to save Task.

An option gets opened on the top of the todo list where user can add the Name of Task, Choose Assignee, Start/End Date, Priority, Task Type & Task List. Now click on the Save/ Press Enter Button from PC keyboard.

B) Advanced View :

Login & navigate to Projects in menu >> Open any Project >> Task >>Filter >>View >> Choose Advance View

Click on Add task in front of any Task group.

An option gets opened on the top of the todo list where user can add the Name of Task, Choose Assignee, Start/End Date, Priority, Task Type & Task List. Now click on the Save/ Press Enter Button from PC keyboard.

Advance View task listing :

Login & navigate to Projects in menu >> Open any Project >> Task >>Filter >>View >> Choose Advance View >>Listing will appear as per Task List

Add Sub Task from Task listing screen.

Login & navigate to Projects in menu >> Open any Project >> Task >>Filter >>View >> Choose Advance View

Click on Add task in front of any Task group.

An option gets opened on the top of the todo list where user can add the Name of Task, Choose Assignee, Start/End Date, Priority, Task Type & Task List. Now click on the Save/ Press Enter Button from PC keyboard.

Once A task is added >> Click on "+" icon in front of the task to create a Sub task under it

After A sub task is made overview looks like below which shows parent task and a child task

Show Subtask status in View Task screen

Click on any Task >> View Task screen opens >> Click on Subtask option on right side >> List of all the child subtasks shows with their current status.

Updated on: 14/02/2025