Create a Task
Step 1: Open a new Task template
Activate the Space you want to add a new Task. Once in the active Space, you can create a new Task from two locations. From the left navigation panel, select the “+” icon next to “Tasks” or from the “Tasks” list view, select “+ New Task”.
Step 2: Name the Task
While there are many details you can add to your new Task, the only requirement is to give it a name. Pro Tip: Give the Task a short but distinct name. Add more details in the description.
Step 3: Determine the Task outcome
When creating a new Task, you can determine what type of outcome this Task will have. Once you select the outcome type, it can’t be changed later. It defaults to the single outcome type.
The most common type is a single outcome Task, which can be just for you or shared between other members of your workspace. It will have one outcome, even if assigned to many. This outcome gives you the ability to collaborate with your team.
You also have an option to create a multiple outcome Task, which is assigned to other members of your Space, each with a unique outcome. An example of this outcome would be assigning team members to submit their own blog posts.
If your new Task is independent of a Project and has multiple outcomes, you can make the assignments Private. Doing so limits who sees individual outcomes to yourself and any Space admin(s).
Step 4: Assign the Task
If this Task is for others, not just you, select who else will receive this Task assignment. It defaults to you. You can add everyone in the Space or individuals.
Step 5: Optional Task details
Add details in the description field to expand on this Task for yourself or your team.
To better organize your work, set a priority for this Task.
Add a deadline and set a reminder
Giving your Task a deadline helps establish goals and timelines for yourself or your team. Adding quick reminders will help you stay on track.
Step 6: Adjust Task settings
There are a few settings that you can adjust, depending on your needs and the scope of the Task.
Turn Discussion Off
If you don’t need a discussion on this Task, toggle them off and keep your Task from getting too noisy with conversation.
If Notes aren’t necessary for this Task, toggle it off to declutter your screen.
You can keep or remove To-dos as an option on a Task.
Make it easy to find and access websites or cloud-based files related to your Task. You can toggle this on or off from your Task.
Once you add a link, you can edit the display name and add a description if you need more context.
Step 7: Save your Task
Once you’ve added all the information you want to the Task and adjusted the settings, you have two options. You can save it, which closes the form and opens your Task list. Or, you can “Save & Copy”, which saves the Task and creates a copy of it for you to edit. It’s helpful when creating similar Tasks with different deadlines, for example.