You can create and assign tasks directly from the To-Do List. Follow the steps below to get started:
1. Creating a New Task
Click on the To-Do page.
On the details page, click the + Add Task button.
A pop-up window will appear where you can enter the task details:
Task Name
Task Start Date
Task End Date
Hours Assigned
Description
After entering the information, click Save.
Once saved, the task will appear in your task list.
2. Assigning the Task to Users
After saving, you will see an Add Assignment option next to the task you created.
Click Add Assignment and fill in the required details:
Assigned To (select users)
Start Date and End Date
Notes
Click the Add Assignment button. The task will now be assigned to the selected users.
Select your name from the list if you want to assign the task to yourself.
3. Adding a Checklist
From the same task details, you can add a checklist by entering items in the Checklist field.
Use the checklist to break down the task into smaller action items and track progress.
Note: You can assign tasks either to your direct reports or to members of the same team you belong to.
Click here to know more about editing or deassigning a Task to the user.