Creating & Assigning Tasks

Setting Up a Recurring Task For work that repeats on a schedule, such as a weekly report or a daily checklist, you can set a task to recur instead of recreating it manually every time. To set up a recurring task: Start creating a new task as usual, and set its type to Recurring. Choose a repeat pattern: Daily, Weekly, Monthly, or Custom. Optionally choose to skip weekends. Set a recurrence start date and end date — both are required for a recurring task. Optionally... Assigning Tasks & Setting Priority or Due Dates Two quick edits you'll make on a task repeatedly: who's responsible for it, and how urgent it is. Assigning or Reassigning a Task Unlike some tools that only allow one assignee, tasks in PMS can be assigned to several people at once, useful for shared work rather than splitting it into separate identical tasks. To assign or reassign a task: Open the task and click Edit. Update the Assignees field; add or remove people as needed. Save your changes. Newly... How to Create a Task Tasks live inside a project and are the main unit of work assigned to people. Creating one with a clear title, requirements, and assignees upfront saves back-and-forth later. To create a task: Open the project the task belongs to, and choose New Task. Enter a title (required the short name shown in task lists) and a description (the full context and instructions for the work). Optionally add a requirements checklist: individual line items the assignee needs to cover, useful when...