Create tasks #

This article explains how to create and manage tasks in a project notebook.

Prerequisites: This task requires the user to have administrative access to the Project Notebook.

Instructions #

Step 1: Navigate to the All Project Notebooks area by clicking the menu item located under the Project Notebooks main menu item.

Step 2: Click a project notebook’s title to edit the notebook.

Step 3: Be sure the Task Management section has been turned on in the Choose the options for this project section.

Step 4: Click the + Add New button to create a new task.

Title – Provide a task name.

Task Description – Provide additional details about the task. Try to be as specific as possible.

Assign Users – Begin typing a name to present a list of users you can assign to this task. Assigned users will be the ones who receive task reminders.

Task Status – Keep track of what stage your task is in via the Task Status section.

Task Due Date – Set a date and time this task is due and send reminders to those assigned when it comes due.

Step 5: Be sure to Save your work by clicking the Publish/Update button.

Once saved, the task will appear in the Tasks section of the Project Notebook. You can edit, delete or duplicate a task from this section. You may also choose to display this section on the front-end of your website.

For further help, please contact us at [email protected].