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      Create Task List

      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:

      1. Click Tasks on the main menu

        1. Ensure the center tab selected is Tasks (and not Meetings, People, or Search).

      2. Click + New Task List

      3. Click into the Title text box and type the desired title for the list

      4. Click Save

      III. Add Tasks to List

      Note: only admins can add tasks to Task Lists.

      To add a task to a task list:

      1. Click Tasks on the main menu

        1. Ensure the center tab selected is Tasks (and not Meetings, People, or Search).

      2. Click the desired Task List title from the Tasks navigation panel on the left side of the screen

      3. Click Add Task

        1. Create Task menu opens; complete this

          1. To learn how to complete Create Task menu, please see Related Articles

      4. The task created during step 3 is added to the Task List selected during step 2

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