(New UI) Assigning New Tasks

Overview

Use cases:

• Create an internal deadline not necessarily associated with a specific question or section. (i.e. First draft due).
• Track clarifications, comments, or questions across a project.

A new task can be created and assigned at the project and/or question levels.

Assigning at the Project Level

1. Click the Menu icon and select Tasks.
   
2. Click + Add Task to display the menu options. Select Add Task Manually to enter the task information yourself, or click Import from Template to import the task.
   
   
   • If you add the task manually, enter the owners, start and end dates, priority and description, then click Add.
     
     
   • If you choose Import Task from Template, select the checkbox of the template you want to use and click Add. The tasks will be imported.
     

Assigning at the Question Level

1. At the question level, select a question, click More Options on the right corner of the question, then select Tasks.
   
2. On the Tasks pane, click Add Task.
   
   
   
   
   • If you choose Add Tasks, you will be prompted to add the task manually. Add the name, owner, due date, priority, description and checklist as needed, then click Save.
     
   • If you select Import from Checklist, select the checklist from which you want to import the tasks and click Add.