Overview
New tasks can be created and assigned at the project and/or question levels.
You want to create an internal deadline not necessarily associated with a specific question or section (like a first draft due date) or track clarifications, comments, or questions across a project.
Select the applicable tab for your edition of Responsive.
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Creating and assigning new tasks
Assigning at the Project Level
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Select Tasks from the left navigation pane.
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Click + Add Tasks to display the menu options. Select
Add Task Manually to enter the task information
yourself, or click Import from Template to import
the task.
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If you add the task manually, enter the owners, start and
end dates, priority and description, then click Add.
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If you choose Import Task from Template,
select the checkbox of the template you want to use and click
Add. The tasks will be imported.
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If you add the task manually, enter the owners, start and
end dates, priority and description, then click Add.
Assigning at the Question Level
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At the question level, select a question, click
More Options
on the right corner of the question, then select Tasks.
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On the Tasks pane, click Add Tasks.
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If you choose Add Tasks, you will be prompted
to add the task manually. Add the name, owner, due date,
priority, description and checklist as needed, then click
Save.
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If you select Import from Checklist, select
the checklist from which you want to import the tasks and
click Add.
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If you choose Add Tasks, you will be prompted
to add the task manually. Add the name, owner, due date,
priority, description and checklist as needed, then click
Save.
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Select Tasks from the left navigation pane.
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Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.
Creating and assigning new tasks
-
Select Tasks from the left navigation pane.
-
Click + Add Tasks to display the menu options. Select
Add Task Manually to enter the task information
yourself, or click Import from Template to import
the task.
-
If you add the task manually, enter the owners, start and
end dates, priority and description, then click Add.
-
If you choose Import Task from Template,
select the checkbox of the template you want to use and click
Add. The tasks will be imported.
-
If you add the task manually, enter the owners, start and
end dates, priority and description, then click Add.
-
Select Tasks from the left navigation pane.