How to Create a Task
To create a new task, go to Tasks from the main menu and click the New Task button.
Subject: Enter a subject to easily identify the task.
Hourly Rate: Define the hourly rate associated with the task.
Start Date: Specify the date when the task is scheduled to begin.
Due Date: Set the deadline for completing the task.
Priority: Select the priority level for the task—Low, Medium, High, or Urgent.
Repeat Every: To make the task recurring, choose the desired frequency for repetition.
Related To: Link the task to a specific feature, such as a project, customer, or invoice, by selecting it from the list.
Assignee: Assign the task to an individual or team responsible for its completion.
Followers: Add team members who will monitor the task's progress without being directly responsible for completing it. Followers can receive updates, notifications, and comments on the task to stay informed about its status.
Tags: Attach tags to the task for easier organization and identification.
Task Description: Include additional details or context about the task.
Click Save to finalize the task creation.
