Tasks & Milestones

- How do I create a new task? (or) How do I add new tasks to my task list?
- How do I edit/delete a task, task list or milestone?
- What's the difference between tasks, task lists and milestones?
- Can I prioritize my tasks?
- Is there a provision to easily duplicate tasks?

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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