Creating Tasks

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Creating Tasks

Learn how to create a task and about the functions available for defining the task data:

How to create a new task:

In the folder view, open a task list for which you have the permission to create objects.
Click on New task.

If you work in another app and you do not want to leave that app, you can use the More actions icon in the button for creating objects.
Enter a subject. Enter a description, if needed.
Click on Create.

Options:

To view the complete form, click on Expand form. The following optional functions are available:
- Set the task's start and due date.
- To get a task reminder, select a setting in Reminder. The respective date and time are entered in Reminder date.
  
  To use custom values, set them in Reminder date. In this case, Manual input will be pre-selected in the Reminder field.
- If the subject and description are not to be shown to other users, activate Private. Private tasks are marked with the Private icon .
- Depending on the configuration, you can assign a category to the task. To do so, click on Add category next to Categories. Select an existing category or create a new one.
  
  In order to remove a category, click the Remove category icon next to the category.
- In order to add details like billing information, click on Show details. Enter the data required.

User interface:

The editing window

Subordinated actions:

Using the date picker in the editing window

Creating a recurring task in the editing window

Adding participants when creating a task

Adding attachments when creating a task

Related topics:

Parent topic: Tasks