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Adding a New Task

  1. To add a new task, click on the plus icon located at the top right corner of the page.
  2. Click on “Add Task”.


  1. Click on “Tasks” under the Work category on the left sidebar menu of the page.
  2. On the Tasks page, click on the “Add Task” button at the top of the page.
  1. Enter the task title in the “Title” section.
  2. Select a task category from the “Task Category” drop-down options.
  3. Choose a project from the “Project” drop-down options.
  4. Enter the applicable dates in the “Start Date” and “Due Date” sections. If there is no due date, select “Without Due Date”.
  5. Add assignee(s) from the “Assigned To” drop-down options. Note that only members added to the project will be visible here.
  6. Enter a description of the task in the Description section.
  7. Select the task label from the “Label” drop-down options.
  8. Set the applicable milestones.
  9. Set the priority of the task.
  10. Check the “Make Private” checkbox if you wish to make the task visible only to the admin, assignor, and assignee.
  11. Check the “Billable” checkbox if the time tracked to the task can be included in the invoice.
  12. Check the “Time estimate” checkbox to enter a time estimate for the task.
  13. If the task is meant to be repeated, check the “Repeat” checkbox.
  14. If the task is dependent on another task, check the checkbox.
  15. Upload relevant files under the “Add Files” section.
  16. Click on the “Save” button to create the task and exit.
  17. Click on the “Save & Add More” button to add a new task after creating the current one.