Create a Task on the Tasks 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 Tasks Page

2. Click on Create Task

3. Fill in task details manually OR select your desired Task Template dropdown

4. Search for the desired Project

Note: If you create the task on the Project Page, this field will auto-populate

5. Click on Save and you're done! If the task is assigned to you, you should now see it on the My Tasks tab

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