• Sign in
Create Your Web Office in the Cloud

How to create and assign a new task?

How to create and assign a new task?

Once the project is created and the milestone is added, one more step is left. Distribute the tasks among the project team members.

Follow the steps below to create tasks and assign them to the responsible persons.

Watch Video

Step 1. Access the TeamLab Projects

Enter your TeamLab portal and click the Projects link at the center.

How to create and assign a new task? Step 1 How to create and assign a new task? Step 1

In case you have already logged in to the portal and been using it for some time click the Projects link at the top of the page.

[Back to the Top]

Step 2. Select a desired project

Switch to the Projects tab. A new page opens with the list of all the projects you participate in. Open the necessary one by clicking its title.

How to create and assign a new task? Step 2 How to create and assign a new task? Step 2

The project home page will open.

[Back to the Top]

Step 3. Create a new task

Switch to the Tasks tab. A new page opens with the list of all the project tasks organized by milestones. Tasks that are not attached to any milestone are considered unsorted. Such tasks appear in the Unsorted tasks list.

To add a new task, click the Add new task button at the top of the page or go to the Actions panel and press the Add task link.

How to create and assign a new task? Step 3 How to create and assign a new task? Step 3

You will be presented with the Add new task form where you need:

  • enter a title for your task in the Title field and its short description;

  • select a responsible person you wish to assign this task to from the Assigned to list. Check the Notify box to inform the responsible person about a new task assigned to him.

  • assign a task to one of the available milestones selecting it from the Assign to milestone list. Or use the none option if you don't want to attach this task to any milestone.

  • set a due date selecting one of the available options: today, 3 days, week or the necessary date from the calendar;

  • if necessary, use the Attach file button to load some media files. The file size cannot exceed 10 MB.

How to create and assign a new task? Step 3 How to create and assign a new task? Step 3

When everything is ready, click the Add This Task button. The same way you can add as many tasks to your project as you wish.

[Back to the Top]

Step 4. Edit a task

The created task will be added to the All Tasks list. If you wish to edit it reattaching to another person or milestone or changing the due date open the desired task clicking its title and use the Edit link on the Actions panel.

How to create and assign a new task? Step 4 How to create and assign a new task? Step 4

The Edit Task form will open. Change the necessary information and click the Save Changes button.

To delete a task from the project use the corresponding link on the Actions panel.

[Back to the Top]

How to create and assign a new task?
blog comments powered by Disqus
You Might Also Like This:
Hide
Security check
Type the characters you see in the picture below.
 
Recaptcha is incorrect.
Please wait...
Restore password
Please enter your registration email address to send sign in details to.
Your email:
Email is empty. The password has been sent to your email.
Please wait...
Choose your portal
You have more than one accounts. Please choose one of them
 
Portal name suggestions
We are sorry, this portal name is already taken
Congratulations, this portal name is available!
The address cannot be less than 6 characters long
Incorrect portal address
The address cannot be more than 50 characters long
.teamlab.com
You can enter another name for your portal or select one of the variants suggested below:
TeamLab Getting Started
AMI Video