Creating a Task - Details

Adding Text

The subject line is created automatically as you write into the text dialogue box. You can overwrite it anytime. (See 1)

You can type in - or paste - as much text as you like into the text dialogue box. (See 2)

Assigning to Projects and People / Priorities

You nominate the project and task list you want the task to belong to. (See 3)

Assign the task to someone (See 4). This means they get an email notification plus an automated reminder if the task goes overdue - you can add a new person to the project as you create the task.

You can Involve Others in a task. This means they can see its progress. they get copied on any comments and notifications about the task.

Set a priority level (See 5). (More on Urgent vs important priority settings below).

Attaching Files

You can attach a file to the task - this is automatically stored in the Project Files section, but also remains attached to the task. (See 8 above, and the opened Upload Files dialogue box on the right)

The assigned and involved will get a copy of the file in their email notification.

Reply expected

This lets you set a date when you are expecting a response from the assigned.

This is different from when the task is due. For example you might have asked the assigned to discuss something about the task with you.

Set the time by clicking on the date or time icons (See A)

You can request a reply from the assigned immediately by checking the dialogue box (See B)

Reminders

Click on the "reminders" button will open the dialogue box (see right)

You can decide on when you want reminders to be sent out to the following:

- The person who has been assigned the task

- "Me" the task setter (ie you)

- and / or the Members who are involved in the task.

You can either use the pre-selected times before the due date (See A)

Or you can set your own time by typing a number into the text dialogue box (see B)

and choosing either Hours / Days or Weeks from the drop down (See C)