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How to create a task that's not tied to a workflow

Create tasks to keep track of to-dos.

Liz Splain avatar
Written by Liz Splain
Updated over 7 years ago

Tasks help keep you on track.  You can use them to track steps in your process or as individual 'to-do' items.

Creating a task is easy.

If you want to create a custom task tied to a project:

  1. Open the project.

  2. Select the Tasks  tab.

  3. Find New Task at the top of the page and enter the name of the task and an optional due date.

  4. Click Add .

  5. Customize however you want- add optional assignee, due dates, notes, and more!

If you want to create a custom task not tied to a project:

  1. Open the Tasks  tab in the left-side Navigation Menu .

  2. Find New Task  at the top of the page and enter the name of the task and an optional due date.

  3. Click Add. 

  4. Customize however you want- add optional assignee, due dates, notes, and more!

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