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How to create a task

Following are the different methods and steps to create a task:

From a goal:

  • Click on the goal for which you want to create a task

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  • Click on "Add task" under "TASKS"

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  • Please note that the “Goal name” is automatically defaulted as we are clicking from the particular goal in which we need to create the task.

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  • Enter information for the task, like “Task Name, Description”. This is also where you can create the task to either be due by a date, or recur daily/weekly/monthly. 

 

 

  • Choose to whom you want to assign the task. In this case we will select “Lisa Smith”.

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  • Click on “Save task”

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From Me Page:

  • Click on the “Add task” under ‘My Weekly Priorities’

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  • Enter information for the task, like “Task Name, Description" and select whether you would like the task to be due by a date or recur daily/weekly/monthly as stated above. 

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  • Select the goal to which you want to assign the task. In this case we will select “Hire New Sales Manager For US”.

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  • Choose to whom you want to assign the task. In this case we will select “Lucy Brown”.

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  • Click on “Save task”

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From Meetings Page:

  • Click on the “Meetings Page” and choose a future meeting.

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  • Click on “Start” to begin the meeting.

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  • From the drop down menu select “Task”.

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  • The template to create a task appears.

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  • Enter information for the task, like “Task Name and Description" and select whether you would like the task to be due by a date or recur daily/weekly/monthly as stated above. 

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  • Select the goal to which you want to assign the task. In this case we will select “Hire New Sales Manager For US”.

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  • Choose to whom you want to assign the task. In this case we will select “Lucy Brown”.

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  • Click on “Create task”

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