Creating and assigning new tasks

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

1. Select Tasks from the left navigation pane.
   
   
2. 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.
     
     

Assigning at the question level

1. At the question level, select a question, then click the More Options menu associated with the question and select Tasks.
   
   
2. 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.