Goal
This article will show you how to create a new task within the Task Management section of the admin portal.
Before You Get Started
Task management is an account add-on so please contact our team for pricing and access if you have not already done so.
You will need to have the correct permissions set in order to manage tasks. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Task Management ➡️ Expand Task Management and ensure that Tasks has full access selected.
Accessing Task Management
Step 1 – Navigate to Task Management
From the admin portal, select Tasks from the left-hand menu.
Creating a New Task
Step 1 – Click the 'New' Button
In the top-right corner of the Task Management screen, click New to begin creating a task.
Step 2 – Fill in Task Details
Enter the following information in the task form:
Title of the task
Description of the task
Community the task is related to
Status: To Do, In Progress, or Complete
Assignee: The admin responsible for the task
Due Date: When the task needs to be completed
Priority: Choose from Low, Medium, High, or Urgent — or leave it blank
Step 3 – Add Attachments (Optional)
Drag and drop any relevant files into the task if needed.
Step 4 – Add Subtasks (Optional)
You can create one or more subtasks to help break down larger tasks.
Step 5 – Create the Task
Click Create Task to save and assign your new task.
