Overview #

Adding tasks to a project in Taskip helps teams organize and manage work efficiently. This guide explains how to add a new task to a project.

Steps to Add a Task #

1. Navigate to the Projects Section #

1. Log into your Taskip account.
2. Click on Projects in the sidebar menu to view the list of projects.

2. Open the Project #

1. Locate and click on the project where you want to add a task.
2. This will open the project’s detailed view.

3. Add a New Task #

1. Navigate to the Kanban view of the project.
2. Click the + button in the column where you want to add the task.
3. A Create New Task dialog box will appear.
4. Enter the task name in the Task Name field.
5. Click Create Task to save it.

4. Edit Task Details (Optional) #

1. Click on the newly created task to open its details panel.
2. Assign team members, set due dates, add labels, and attach files as needed.

Adding Comments to a Task #

1. Open the task details by clicking on the task.
2. Navigate to the Comments tab.
3. Type your comment in the input field and click Send to submit.
4. Comments allow team members to discuss and collaborate on the task.

Add Documents to a Task #

1. Open the task details and go to the Documents tab.
2. Click Select Documents to upload relevant files.
3. Uploaded documents will be associated with the task for easy reference.

Managing Task Files #

1. Open the task details and navigate to the Files tab.
2. Click Upload to add files related to the task.
3. You can also download previously uploaded files from this section.

Additional Notes #

• Tasks can be created under different status columns (To Do, Planned, In Progress, etc.).
• Users must have the required permissions to add or edit tasks in a project.
• Tasks can be further customized by adding comments, documents, and files.

Conclusion #

Adding tasks to a project in Taskip ensures smooth workflow management. By following these steps, teams can efficiently track and organize their work within a project.