Tasks
This section tells you how to add tasks, change task status, and add attachments, conversations, and subtasks to a task.
Adding a task to a project
To add a task to a project:
- Select a project.
- In the upper right corner, click Add task.
- On the Details tab, enter the information for the task.
-
To save the task:
Changing the task status
To change the status of a task:
-
On the navigation bar, click the my tasks icon (
).
-
At the start of the task row, click the round icon (
) to change the status.
Adding attachments, conversations, and subtasks to a task
If you have the rights to edit tasks, you can add attachments, conversations, and subtasks to a task. To add one of these:
- Go to a project.
-
At the end of the task row, click Edit (
).
- In the dialog sidepanel, select one of these tabs: Attachments, Conversations, or Subtasks.
- Do the changes.
- When you are ready, close the dialog.
Note: Only the user who added the attachment and the users that have the necessary rights can edit the
attachments.
Adding email reminders to a task
If you have the rights to edit tasks, you can add email reminders to them. To do this: