Get started by adding your first task

Tasks and other work items can be added via the quick add button, which you'll see on Kanban pages and when editing a project.




To add a task

Select the create a task option from the quick add menu.



In the task window that appears, do the following:


  • Add a title and description for the task
  • Amend the due date if desired (the default is 3 days from task creation)
  • Select an assignee (the default is you, as the creator)
  • Set a priority (the default is Medium)
  • Change the status is desired (the default is IN PROGRESS)
  • Link to an activity or other items by searching for and selecting them
  • Click CREATE TASK to add the new task.