You can create a task in three major locations. The On My Plate page, open project page, and open recipe page. This page will explain how to do it a project, but the other pages work the same.
Create Task
- Open a project.
- If the project doesn't have any pie slices, you will immediately see the Create Task button. If the project has a slice or a slice and boxes, click a slice (and then the box if it has any) and then you will see the Create Task button.
- Click the Create Task button to create. If the existing task list is more than 10 tasks, you will also see a Create Task at the bottom of the list as a second option.
- Enter your task description and hit enter.
(Note: You may see an animated orange indicator bouncing to show how long it takes for the system to make all updates from the created task, especially if you're in a large project.
Tips:
- After submitting, the next task line is ready to type for a fast way to add multiple tasks in a row. If you don't need to add any more, just hit enter again or click anyplace on the page.
- You can then drag and drop to reorder your task.
- While creating a new task and start typing a label, the action buttons show up on the right. This is a handy way to get to the task views for adding a description, assigning people, adding attachments, dates, etc.
Delete Task
If you are assigned to a task (or a project admin or workspace admin), you can delete it. The project admin and workspace admin can delete any project task.
To delete a task, expand it to see the action buttons. Click on the trash can icon to delete.
Set Dates on a Task
If you are assigned to a task (or a project admin or workspace admin), you can set its dates. A newly created task starts by default with no dates and a one-day duration (8 hours of planned work effort). When you set either the start or the due date, the other date will automatically fill in based on the duration days. You can clear a start or a due date and the date will change back to the calendar icon, but once you change the other date, that date you cleared will be re-added (again based on the duration of that task).
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