How to create a new task?

Modified on Fri, 2 Sep, 2022 at 3:16 PM

  1. Click on the button at the top
  1. Select the type of task to create :
  • Todo”: a type of task know as “classic
  • Event”: allows you to plan an event on a company
  • Question”: asks a question with 3 types of possible answers:
  • Text
  • Number
  • Choice yes/no

  1. Select the link:
  • "A company" so that anyone with access to the company can see the task through search.
  • "none" for a private task. This way, It will then be accessible only to the users assigned to it.
  1. Complete the corresponding fields :
  • The title of the task
  • The description
  • The due date
  • Users to be assigned to the task
  • Followers”: follows the progress of the task without being assigned to it
  • Task dependency options:
  • Blocking”: allows you to define a task that will be blocked by the task being created. The selected task can be performed only after the completion of the task being created.
  • Blocked by”: allows you to define a task that must be performed before the task being created. As long as the selected task is not performed, the task being created cannot be performed.
  • Group of tasks”: see article: “How to create a group of tasks?
  • Confidential”: only assigned clients and practitioners with access to the company will be able to see and access the task
  1. Click on

The task will be displayed in the "Tasks" section.

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