Create Task List

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

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