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How To Create a New Task

Follow these steps to add a new task and associate it with a project and/or contact.

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Written by Brittany
Updated today

Step 1: Go to the Tasks Page

  • On the Studio Manager Dashboard, click on the Projects tab.

  • From the menu, click on Tasks.

Step 2: Add or Edit Your Task

  • On the Tasks page, you can create or edit tasks.

  • To add a new task, click on the + New Task Button.

Step 3: Add or Edit the Task Details and Save

  • From the Add/Edit Task box, the following fields are available.

    • Type in a name for your task in the Description field.

    • Select or type in the date for your task in the Start Date field.

      • You can also add a start time, end date, and end time if you want to.

    • Add a Project: Click on the Project drop-down list and choose a project (optional).

    • Add a Contact: Click on the Contact drop-down list and add a contact to your task by searching or scrolling (optional).

  • Once you’re done creating your new task, click on the Save button.

  • After adding a new task, it will appear on your Tasks page.

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