You have many responsibilities, and it's essential to ensure nothing on your to-do list slips through the cracks. Use tasks to create, track, and organize to-do items to stay on top of everything you need to get done!
Select Add task to create a new task.
The Add task modal opens in the toolbar. Enter the details of your task.
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Add a task title that encompasses what needs to be done.
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Add a description for the task, using the formatting tools to emphasize anything specific about the task, including bulleted lists and hyperlinks.
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Choose the list the task belongs to.
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If collaborators are on the list, you can select one of them as the task's assignee.
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Set or remove the due date for the task.
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If a task should occur more than once, set the frequency to make it a repeating task.
Select Create task when you've completed the task details.
Select the clipboard icon in the toolbar of any product page to add a task directly from the toolbar. From the dropdown menu, choose the list you're creating a task within and select Add task.
From any product page, select the bell icon to view notifications in the toolbar. Use the three-dot button next to a notification and select Create task to create a new task with the same name as the notification.
Once the task is created from the notification, use the three-dot button on that task to select Open task and manage the task in Home. The task includes a link related to the notification.
If you need to update a task, create a new task based on an existing one, or delete a task from your list, select the three-dot button on your task.
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Edit a task's details.
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Duplicate a task to create a new task with the same details. The new task can be edited or added to a different task list.
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Delete a task.
Danger
Deleted tasks cannot be recovered.