Creating & Linking a Task from Calendar

Overview
Turn a calendar slot into actionable work by creating a Task directly from your calendar view.

Steps

1. In My Calendar, click an empty slot or event.

2. Click + (Add) and choose Create Task.

3. Fill in Task Name, project, priority, assignees, and due date.

4. Click Save—the Task appears in both Work → Tasks and on your calendar.

Tips

• Use this to convert meeting follow-ups into tracked tasks.

• Set a short due date for quick “to-dos” right after events.

Troubleshooting

• Create Task option missing: Check “Add Task” permission under Settings → Roles & Permissions.

• Task not showing on calendar: Ensure the Task has a start or due date within the calendar’s visible range.