How do I create a Task List?

To create a new task list refer to this video: New task list

  1. On the Task Lists page, click Create Task List.

  2. Enter a name for the task list.

  3. Enter a description for the task list (optional).

  4. Select a visibility level for the task list. You can select:

  • Assignees can only access assigned task items

  • Assignees can access entire task list

  • Task list is public and visible to everyone company-wide

  1. Click Add New Category.

A screenshot of a checklist Description automatically generated

  1. Enter a Category Name.

  • The task category is a section or sprint of a project consisting of smaller tasks.

  1. Click Add Task Item and enter a description of the task.

Note: Reporting is currently not available at this time.

You can add as many task categories and task items as you need.

  • To change the order of task categories and task items, drag and drop them.

  • To mark a task category or task item as completed before kicking off the task list, select the check box next to the category or item.

  • To delete a task category or task item, click the X icon next to it.