Tasks is a feature of the document management module that enables users to define and assign tasks for their teammates. Within a project, you can create a task in a space that you are a part of. You can also add a task for yourself by being the initiator of the task.

To create a task, go to your project, where you wish to add a task.

• Click on the ‘Task’ button on the panel on the project dashboard. Click on ‘Create New task’ to create a new task.

After getting directed to the ‘Create Task’ page, you can create a task by filling in the following details-

• Click on the dropdown arrow next to ‘Created in Space’ to view and select the space where you want to create the task and make sure that the assignee of this task should be a part of the space.

  

• Select the Assignee using the drop-down arrow next to the ‘Assigned to’ field.

• Set a deadline for the assignee to execute the task.

• Give a title to the task for easier identification.

• Add a description to explain the details of the task.

• You can add a tag by selecting the appropriate tag from the drop-down list as per the priority.

<aside> ℹ️ You can also customize your tags as per your need. Click here to know more about it.

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• You can attach relevant files, issues, estimates, and tasks for the assignee’s reference. To add the relevant documents, click on the ‘Add references’ button, which will open a new window.

  

  If the reference documents belong to the same space, stay on the default ‘This Space’ option, but if you wish to add references from another space, click on ‘External’ which gives you access to documents that you had received externally.

  Navigate to your desired folder using the drop-down options, and select the required file. Click on the ‘Add to list’ button to add the document to your list of references.

  In the same fashion, you can add issues, tasks, and estimates to your task.

  You can see the list of added files, issues, tasks, and estimates at the bottom. After adding all the documents, click on the ‘Attach selected’ button to add all the documents to your task.

  

  After selecting and filling in all the details as per the requirement, click on the ‘Create’ button to create the task.

  

<aside> ℹ️ If you wish to share tasks across spaces, you can also do that using creating a transmittal. Relevant people will get notifications right after the task is created.

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