How to create and assign tasks

Steps

Step 1: Access the project

1. Access the Projects application.

2. Select the project in which you want to create tasks.

Step 2: Create a task

1. In the project, locate the New Task button at the top right.

2. Click on New Task to access the task creation menu.

Step 3: Enter the task details

1. Title: enter a descriptive title for the task.

2. Description: add the necessary details and/or instructions.

3. Status: set the status of the task (e.g., Pending, To Do, In Progress).

4. Assignee: assign the task to a team member by selecting their name.

5. Priority: choose the level of priority (High, Medium, Low).

6. Points: for agile estimation, choose the appropriate “story points.”

7. Labels: add labels to categorize the task.

8. Start and Due Date: set the start and end dates using the built-in calendar.

Step 4: Save the task

1. Verify the task details.

2. Click on Create Task to add it to the project.

Step 5: Notify the assignee

• The designated team member will receive a notification regarding the new task.

Simplified Steps

1. Open the relevant project in the Projects application.

2. Click on New Task.

3. Fill in the task details (title, description, etc.).

4. Assign the task to a team member.

5. Click on Create Task.

Tips

• Provide clear instructions: a detailed description helps the assignee understand what is expected of them.

• Set realistic deadlines: make sure that the start and due dates are achievable.

• Use labels and points: labels help categorize tasks and points help estimate their difficulty.