To Do List
If you are a Project Manager, Project Owner, or a Team Member of a team related to a project, you will see all the tasks linked to that project in the To Do List page.
From this page, you can perform several actions:
1. Add Task
Create new tasks and assign them to users, or deassign them when required. Refer to this article for detailed steps.
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. Add Checklist
Enter checklist items in the Add New Checklist Item field to break down tasks into smaller action points.
4. Edit or Delete Tasks
Click the Pencil icon next to the task name to edit the task.
Click the Delete icon to remove a task from the list.
5. Manage Teams
Use the Teams option to select a team.
Once selected, you can view the members of that team and assign tasks accordingly.
