How to Create a Task on a Project Page
Tasks can easily be assigned to any team member of a project.
First, open the relevant project using the search bar in the upper right-hand corner of your screen.
At the top of the Activity page, in the “Write a Note” text box, type the task to be done. Indicate the person assigned to do the task using the “@” sign along with the team member’s username (example: @fred please call client).
Below the box where you’re typing, you’ll see a notice that you’re creating a task for that user. Select the “Create” button on the right-hand side.
That task will then appear on the Activity page and the desired user’s Task List.
PRO TIP: When creating a task, designate a due date by using the asterisk * sign followed by when you want the task due (i.e *in 30 days, *next Friday, *5/1/18). For more pro tips for the activity page, please see this cheat sheet.
How to Turn a Note into a Task
Once a note is created, it can be made into a task.
First, open the note’s vine. Select the three vertical dots on the right-hand side. Click the "Assign To" option and click the username of the one responsible to complete the task. That task will then appear on the respective user’s Task List.
For additional information regarding your Task List or organizing your tasks, please see What is the Tasks screen? or contact your Customer Success Consultant.