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.
Creating and assigning new tasks
Assigning at the project level
- 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.
Assigning at the question level
- At the question level, select a question, then click the More Options menu associated with the question and select Tasks.
- On the Tasks pane, click Add Tasks.
- 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.
- If you select Import from Checklist, select the checklist from which you want to import the tasks and click Add.
- 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.