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Here’s a clear, step-by-step outline for creating a task using the screen shown (perfect for training or a Tebtalks demo video):
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Open Task Creation
Click Add Task to open the Task Info page. -
Enter Task Title
Type a clear task name in the Title field (this is required). -
Select Task Category
Choose an existing category or click Add to create a new one. -
Choose a Project
Assign the task to a specific Project (optional but recommended for organization). -
Set Dates
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Select the Start Date
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Select the Due Date, or check Without Due Date if not needed.
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Set Task Status
Choose the current status (e.g., Doing, Pending, Completed). -
Assign the Task
Select the person responsible under Assigned To, or add a new user if needed. -
Add Task Description
Use the editor to explain task details, instructions, or expectations. -
Other Details (Optional but Powerful)
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Add a Label
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Link to a Milestone
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Set Priority (Low, Medium, High)
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Advanced Options (Optional)
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Mark task as Private
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Make it Billable
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Add Time Estimate
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Set task Dependency (if it relies on another task)
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Attach Files
Upload any supporting documents or files. -
Save the Task
Click Save or Save & Add More to create additional tasks.
