Create a Task

What is a Task?

A task is a digital sticky note on a virtual whiteboard (task manager). Tasks allow you to track the progress of Project work and manage requirements.

A task manager is a simple, integrated to-do list manager that helps you capture, organize, and track personal and work-related tasks across all your Parta workflows.

The task manager consists of the following levels:

1

Company Task Manager

Go to the Tasks tab to see all the tasks created at the different Projects of the company.

2

Project Task Manager

Open a Project and go to the Tasks tab to see all the tasks of the Project.

3

Editor Task Manager

Open an editor and click the Tasks icon to open the tasks list of the opened section.

Create a Task

Create a Task for a Project

1

Open a Project and go to the Tasks tab.

2

Click +.

A pop-up window will appear.

3

Enter the task name.

5

Click the Create button.

A task attached to a specific Project will appear at the task manager list.

Create a Task for a Block

1

Open an editor and select a block.

2

Click the Tasks icon.

A pop-up window will appear.

3

Click the Add task button.

A pop-up window will appear.

4

Enter the task name.

6

Click the Create button.

A task attached to a specific block will appear at the task manager list.

A task icon will appear in the editor to the left.

Edit General Task Settings

Open a task to start editing.

1

Task name

Enter the task title.

2

Status

Select a task status from a drop-down menu.

3

Assigned to

Select from the drop-down menu or start typing the team member(s) responsible for the task.

4

Due date

Select a deadline in the selection window.

5

Description

Enter a task details, including specific instructions, objectives, and expected results.

6

Attachment

Click the Upload button to add files related to the task.

7

Comments

Add comments to discuss and clarify information within a task with Project participants.

To add attachments and comments to a new task, click the Create and stay button.

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