How to create a task

Following are the different methods and steps to create a task:

From a goal:

• Click on the goal for which you want to create a task

• Click on "Add task" under "TASKS"

• Please note that the “Goal name” is automatically defaulted as we are clicking from the particular goal in which we need to create the task.

• Enter information for the task, like “Task Name, Description”. This is also where you can create the task to either be due by a date, or recur daily/weekly/monthly. 

• Choose to whom you want to assign the task. In this case we will select “Lisa Smith”.

• Click on “Save task”

From Me Page:

• Click on the “Add task” under ‘My Weekly Priorities’

• Enter information for the task, like “Task Name, Description" and select whether you would like the task to be due by a date or recur daily/weekly/monthly as stated above. 

• Select the goal to which you want to assign the task. In this case we will select “Hire New Sales Manager For US”.

• Choose to whom you want to assign the task. In this case we will select “Lucy Brown”.

• Click on “Save task”

From Meetings Page:

• Click on the “Meetings Page” and choose a future meeting.

• Click on “Start” to begin the meeting.

• From the drop down menu select “Task”.

• The template to create a task appears.

• Enter information for the task, like “Task Name and Description" and select whether you would like the task to be due by a date or recur daily/weekly/monthly as stated above. 

• Select the goal to which you want to assign the task. In this case we will select “Hire New Sales Manager For US”.

• Choose to whom you want to assign the task. In this case we will select “Lucy Brown”.

• Click on “Create task”