Learn how to create task lists
TABLE OF CONTENTS
I. Introduction
II. How to Create Task List
III. Add Tasks to Task List
I. Introduction
Task lists let admins organize a collection of tasks together in a single view.
This can make it easy to quickly view all tasks associated with a single or recurring project, such as onboarding new teammates.
II. How to Create Task List
Note: only admins can create and view Task Lists.
To create a task list:
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Click Tasks on the main menu
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Ensure the center tab selected is Tasks (and not Meetings, People, or Search).
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Click + New Task List
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Click into the Title text box and type the desired title for the list
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Click Save
III. Add Tasks to List
Note: only admins can add tasks to Task Lists.
To add a task to a task list:
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Click Tasks on the main menu
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Ensure the center tab selected is Tasks (and not Meetings, People, or Search).
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Click the desired Task List title from the Tasks navigation panel on the left side of the screen
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Click Add Task
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Create Task menu opens; complete this
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To learn how to complete Create Task menu, please see Related Articles
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The task created during step 3 is added to the Task List selected during step 2
Related Articles
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Create a Task: learn how to create a task
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View Tasks: learn how to navigate to a task
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Tasks — Edit, Delete, & Comment: learn how to edit comments, delete them, or add comments to them
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Tasks — Change Completion Status: learn how to mark a status as Complete or Incomplete