Click on the button
at the top
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
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.
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
Click on
The task will be displayed in the "Tasks" section.