Create a task

Create a task

Add a task to break a project’s work into manageable pieces.

1. Go to Tasks and select New Task, or open a project and add a task from there.
2. Choose the Project the task belongs to. This is required.
3. Enter a Title. This is required.
4. Optionally add a Description.
5. Set the Status (Pending, In Progress, Review, Completed, or Cancelled). This is required.
6. Optionally set the Priority (Low, Medium, High, or Urgent).
7. Optionally assign the task. You can assign it to an internal team member or to a customer contact who has portal access.
8. Add a Due date and Estimated hours if you have them.
9. Use Portal visible if you want the customer’s portal contacts to see this task.
10. Save the task.

Tip: If you assign the task to a team member, they receive a notification. If you assign it to a portal-enabled contact, they are notified through the customer portal.

See also: Tasks Overview