if.team

if.team

Tasks

How to add tasks: 4 ways

There are four ways to add a task:

First way

  1. Use the “Add+” button.
  2. Click it in the upper right corner.
  3. Select the “Task” item.

Second way

  1. Go to the “Tasks” tab in the workspace.
  2. Click the “+Add task” button.

Third way

  1. On the “Tasks” tab 1️⃣ – “Kanban” 2️⃣ (provided tasks have already been created).
  2. Choose the desired status.
  3. Press the “+” 3️⃣. In a new window, a task with the appropriate status will be created.

Fourth method to add task

  1. Select the project. 
  2. At the end of the page is the “Tasks” block, and to the right above this block is the “+ Add task” button. Press it:

“Add task” window, filling in the fields

Each of these methods opens the “Add Task” window:

To add a task, do the following steps:

  1. Fill the “Task name” field, select Status (“New” or “In work” for example).
  2. Select a project from the list (a task cannot be added without a project).
  3. Choose a project manager (controls, manages the process, there can be only one for a separate task). Usually, the manager accepts the task, changes the status (for example, from “On approval” to “Completed”), he has the right to edit all possible options within the task. It can be both a Project Manager and a company owner.
  4. Choose the worker Responsible (there can be only one person for the task, he is directly involved in the task, can track the time online).
  5. Select members. The Project Manager and Responsible are automatically added to their composition, and it is also possible to add other employees who will be able to view the task, check it, and follow the progress of its execution.
  6. Specify the terms: start date and deadline (end date).
  7. Select the priority of the task to display the urgency of execution (low, medium, high, none).
  8. Specify the time allotted for this task.
  9. Add a description and, if necessary, upload files directly related to this task.

💡 Pay attention!

  1. If you add a task via the “+ Add” or “+ Add task” button (in the “Tasks” at the end of the page block) while on the specific project tab, the “Select project” field will automatically be filled with the current project.
  2. If at the time of adding a task, there are already rates and iterations in the project, then in the “Add task” window, these fields are also available for selection 1️⃣, 2️⃣: