Tasks can also be made on the fly by any user, read on to learn how!

Where to add Tasks:

  1. Open Pulse, then open the project or job that you'd like a task to be completed for.

  2. Scroll down to the "Tasks" panel.

  3. Click on the "Create Task" button to get started.

Editing the Task:

We already tell you what fields are required, but here's some tips for making sure the task is helpful as possible:

Due Date

The due date and time is always set to "now" by default, so don't forget to update it!

Task Type

The "Task Type" is what we use to help define the task, give it a category, and link it to Workflows. You will only be able to choose task types that are pre-configured in your account, so it's a good idea to make sure you have a task type dedicated for bespoke task items. Our suggestion is to create a task type called "Other" for these.

Please note, if you choose an existing task type and retain the original task name, make sure you're aware of any workflows related to that task.

Internal Assignee

This is the person that you intend the task to be assigned to. When you assign a task to yourself or a team member, this task will appear on their dashboard.

Contact

We give you the option to apply the project/job contact in the contact field. If you need a different contact, please add a contact to the job in the "Contacts" panel.

Looking for something else? You can read our article about configuring tasks here.

For the full web site, click here.

Did this answer your question?