Create tasks on your project board
Task assignment is a crucial part of project management, so we’ve seamlessly integrated our Tasks and Projects features. In this next tutorial, learn how to create tasks directly from a project row!
View transcript
The time that tasks are really important? Project management. Here is how you can create tasks on a project. First, go to a project so you can see here I have a project for new member onboarding. Now in this webinar row I want to assign myself a task. So I remember to do this. Then I'll click on this three dot menu and create a task.
On this side panel you can create your task. So I'll write myself the task of setting up a zoom event in SwiftFox. Write the date and time and select add me. Great. Now this task is assigned to me and I can adjust who can see and edit this task here. Now I can see this task in my task list and on the project board, no excuses.
Let's create a task for a team on a project board. Send invites is listed as a project row. This is definitely a big team task so I will click here. Then I'll write, organise, webinar, invite list and the date and select team. Here I'll add the columns team. Again I can adjust the sharing permissions, but I'm going to leave everything clear and visible.
Then I'll select save. And once my task is complete, I can select done in my task list here. Or I can tick it off on the project board. Either way, it will result in one nice task in my project.
Not what you were looking for?
Get in touch and learn how easy it is to join SwiftFox, our team is available to help you every step of the way.