Resource center/To-do Tasks
Visual guide

Create a To-do task

Create a project task with a description, priority and owner.

4 minutes
Product screenshot: Create a To-do task
Step by step

Follow each step on screen

  1. 01

    Open Planning > Tasks in the project and select New task.

    Step 1: Open Planning > Tasks in the project and select New task.
  2. 02

    Enter a title for the work.

    Step 2: Enter a title for the work.
  3. 03

    Add a description of its scope or instructions.

    Step 3: Add a description of its scope or instructions.
  4. 04

    Review Status and Priority. The example stayed Pending and Medium.

    Step 4: Review Status and Priority. The example stayed Pending and Medium.
  5. 05

    Add an owner. The example left the due date blank.

    Step 5: Add an owner. The example left the due date blank.
  6. 06

    Select Create task.

    Step 6: Select Create task.
  7. 07

    Verify it appears in the Pending Kanban column.

    Step 7: Verify it appears in the Pending Kanban column.
FAQ

Frequently asked questions

What was verified and what remains untested?+

Labels, attachments and links to drawings or other records were visible but not completed or tested.

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