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How do I create a new task? (or)
How do I add new tasks to my list?
To add a new task, first, select the project in the left panel and
then the Tasks & Milestones tab at the top. Second, select the
appropriate Milestone. Finally, click on the Add Task
button in the Task List.
Enter the name of the task. Select the name of the owner of the task.
Use the Advanced Options and Send Mail Notification
option if needed.
Click on the Add Task button.
The new task gets added to the appropriate Task List and Milestone.
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How do I edit/delete a task, task
list or milestone?
Hover your mouse over the task and you will see icons appear on the
left side of your screen. Click on the 'cross' icon to delete the task
and on the 'pencil' icon to edit.
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What's the difference between
tasks, task lists and milestones?
A project consists of multiple Milestones; each Milestone consists of
a set of Task Lists; and a Task List consists of several Tasks. It's a
hierarchical structure followed in the web portal and is aimed at giving
you the best control over a project.
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Can I prioritize my tasks?
Yes, you can. As a basic way, you can re-order your tasks within a
Task in such a way that the highest priority Tasks are at the top and
the least ones are at the bottom. To do this, click on the Reorder link
at the bottom of the Task List.
Hover over the Task which needs to be re-ordered (moved up or down)
and you will see a four-pointed star like in the image below. Click,
drag and drop the Task where required.
Click on the Save Order link to save the Task List in the new
order.
Our web portal also allows you to set a Priority for each Task
- High, Medium, Low or None. Each priority has a distinct color, and its
purpose is to help you determine which Tasks need your attention most.
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Is there a provision to easily
duplicates tasks?
Yes. Our web portal allows a Task List to be made as a Template and
you can use this template to duplicate the Task List across various
Milestones & Projects.
Templates can be created in two ways. Click on Settings ->
Templates -> New Task List Template.
Or, click on the Make as Template link at the bottom of a Task
List
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