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:

  1. Select a project.
  2. In the upper right corner, click Add task.
  3. On the Details tab, enter the information for the task.
  4. To save the task:
    1. Click Save to continue to manage the task.
      You can use the other tabs when you have saved the information on the Details tab.
    2. Click Save and close to save your changes and close the dialog.

Changing the task status

To change the status of a task:

  1. On the navigation bar, click the my tasks icon ().
  2. 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:

  1. Go to a project.
  2. At the end of the task row, click Edit ().
  3. In the dialog sidepanel, select one of these tabs: Attachments, Conversations, or Subtasks.
  4. Do the changes.
  5. When you are ready, close the dialog.
Your changes are now saved.
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:

  1. Go to a project.
  2. At the end of the task row, click Edit ().
  3. Click Email reminder.
  4. To send a single reminder:
    1. Select One-time reminder.
    2. Select whether to send the reminder to the creator of the task, the assigned users, or both.
    3. In Start date, select when to send the reminder.
    4. Click Create this reminder.
    Result:The reminder item is added to Email reminders.
  5. To send many reminders:
    1. Select Repeated reminder.
    2. Select whether to send the reminders to the creator of the task, the assigned users, or both.
    3. In Start date, End date, and Frequency, select when and how often to send the reminders.
    4. Optional: Enable Sent until the task is completed to continue to send reminders after the end date if the task is not completed.
    5. Click Create this reminder.
    Result:The reminder item is added to Email reminders.
  6. When you are ready, close the dialog.
Your changes are now saved.