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How to create a task
How to create a task
Pablo Martinez avatar
Written by Pablo Martinez
Updated over a week ago

First of all, to use the task's functionality you must enable this option in Planner.

How to activate Tasks

  1. Access Project Settings

  2. Now, click on Task Fields

  3. Enable now

How to create a task

To create a task you must follow the following steps:

  1. Double click on the stop where you want to create one or more tasks

  2. In the side menu that appears, click the "Tasks" icon

  3. Click on the "Create Task" box

  4. The task has already been created. Now click on it and fill in the fields such as task name, barcode and comments.

In addition, you also have the option of uploading the tasks from an Excel file.

Learn in detail about the usability of tasks here.

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