Create a task on the Project Page

Overview

Tasks are intended to help moving companies keep track of the inner workings and action items, related to a lead or active customer. Tasks offer the following benefits:

• Users can stay organized with tasks for each project
• Users have visibility into what’s urgent and past due
• Users always know “what’s next” for any given project
• Quickly find out who did what on any project
• Management has better visibility into who is working on what, allowing them to load-balance work as needed

Steps to Create a Task

1. Start by navigating to the desired Project Page and click on the Task icon on the project toolbar, then select the + Icon 

2. Fill in the Task Details 

3. Alternatively, you can click on Task Template dropdown to select an existing task template that auto-fills all the task details 

4. Click on Save and you're done!

Note: If you're looking for steps on creating a Task from the Task Page, please see our Create a Task on the Tasks Page article