Creating a Task from the List View

Overview
Quickly spin up a new task directly from the Tasks list—ideal for adding one‑off work items with full detail.

Steps

1. Navigate to Work → Tasks.

2. Click + Add Task above the table.

3. In the Add Task modal:

   • Title *: Enter a concise task name (e.g. “Fix login bug”).

   • Task Category: Select or click Add to create a new category.

   • Project: Link the task to a project (optional).

   • Start Date * / Due Date * (or check Without Due Date).

   • Status: Choose initial status (e.g. Incomplete, To Do).

   • Assigned To: Pick one or more team members, then click Add.

   • Description: Add any instructions or context.

4. Click Save (or Save & Add More to keep the form open for the next task).

Tips & Best Practices

• Use clear, action‑oriented titles (e.g., “Design homepage mockup”).

• Leverage Save & Add More when entering a backlog of tasks.

• Always assign at least one owner to prevent orphaned tasks.

Troubleshooting / FAQs

• Save button is disabled: Fill in all required fields marked *.

• Cannot select a project: Ensure you have “Add Tasks” permission and the project exists.

• Dates won’t accept input: Confirm your browser’s date format matches YYYY‑MM‑DD.