How to create and assign tasks

Steps

Step 1: Access the project

1. Go to the Projects app.

2. Select the project where you want to create tasks.

Step 2: Create a task

1. Inside the project, look for the New task button at the top right.

2. Click on New task to open the task creation menu.

Step 3: Enter the task details

1. Title: Type in a clear, descriptive title for the task.

2. Description: Add any setup details or instructions needed.

3. Status: Set the task status (like Pending, To do, In progress).

4. Assignee: Choose a team member's name to assign them the task.

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

6. Points: For agile planning, set the right story points.

7. Labels: Add tags to help organise your tasks.

8. Start and due date: Pick starting and completion dates using the calendar.

Step 4: Save the task

1. Double-check your task details.

2. Click Create task to save and add it to the project.

Step 5: Notify the team member

• The assigned team member will get an alert about their new task.

Quick steps

1. Open your specific project in the Projects app.

2. Click on New task.

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

4. Assign it to a team member.

5. Click Create task.

Tips

• Keep instructions clear: A detailed description helps your team member understand exactly what to do.

• Set realistic timelines: Make sure the start and due dates are practical and achievable.

• Use tags and points: Tags help group jobs, and points make it easier to estimate the workload.