Tasks can be created in several ways:
- As part of a request – the task is linked to a specific request.
- Within a deal – the task is linked to a specific deal.
- Within a project deal – the task is linked to a specific project deal.
- Via the Tasks tab – you enter the task directly from the task list.
If you are creating a task via the Tasks tab, click the “+ Add Task” button in the upper-right corner of the screen. Clicking it will open the form for creating a new task.
When creating a Task, the following fields are available in the initial form: Title, Type, Link to, Assignee, Assignee Group, Start Date, End Date, Description, Tags, and Attachments. Fields marked with a bullet •—Title, Link to, Assignee, Start Date, and End Date—must be filled out.
