How to Add a Task
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How to Add a Task

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Article summary

Follow these step-by-step instructions to add a task:

  1. Click the Add Task button, and the Add Task pane will appear on the right side of the screen.

  2. Enter the title of the task in the Untitled Task field.
  3. Select the start and due dates for the task.
  4. By default, the Timezone is set to your local time. You can change it if required, and the overdue status will be tracked based on the selected timezone.
  5. Set the priority for your task. The available options are Low, Medium, and High.
  6. Click the + button to assign the task to other users. The Map Users window will appear on your screen. Search for the users you want to assign and close the window.
    Note:
    You can assign the task only if you have permission. Otherwise, you will be the only user (added by default) in the assignee's category.
  7. In the Task Location field, you have two options:
    • Planful: Use this option to assign tasks within the Planful application.
      1. Click the Browse option to search and explore through the menu and assign the task. The Link field (non-editable) beside the Browse option shows your selection. If you wish to remove the link, click the x button, and you can then select a new task.
    • Insert Link: This option allows you to link a task to your own application or any other external application.
      1. Click the Insert Link option, and the External Link window appears. Copy and paste the link into the Web Address field.
      2. The Text to Display field shows the same URL path. You can edit this field with a choice of text that you want to display.

      3. Once you add the required information, click Add. The task name will appear in the Link field (non-editable) right beside the Insert Link option, displaying the link you have entered in the Text to Display field.
  8. Add any notes or instructions in the Notes field.
  9. Click the Add Attachment button to attach documents, if you have any.
  10. Finally, click Save. You've successfully added a task and assigned it to the users.

    The assignees will be notified via email. Refer to Email Notifications for Task Manager for more information on these notifications.

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