How to create a task using the app?

Follow these steps to successfully fill out the creation form and log a new task or operational assignment from your mobile device:

  • Open the App Directory: On the bottom navigation bar of the application, tap the Apps menu button (represented by the four-square icon).

  • Access the Tasks Workspace: Within the grid checklist, locate and tap the Tasks module card.

  • Start a New Task: On the primary project management dashboard, tap the purple floating action button featuring the + icon in the bottom right corner.

  • Fill In Core Information: At the top of the form area, input your definitive task headline title and add optional context details within the description text block field.

  • Configure Form Parameters: Scroll down to arrange the specific assignment attributes displayed in the layout view:

    • Type: Select whether this is a regular assignment (Common) or an active execution workflow (Service).

    • Project: Tap the dropdown selector to link the action to a corporate master file (e.g., Main Project).

    • Priority: Categorize the urgency level requirement (such as Low, Medium, or High).

    • Status (optional): Adjust the initial board stage if needed or leave it on its default benchmark (Default: Open).

    • Dates (Start / Due): Use the dual calendar-picker cards to establish clear start times (Start) and strict final completion deadlines (Due).

    • Assignees: Tap the quick-selection name labels (such as John, Operator Advisor, etc.) to designate which team members are responsible for this assignment.

  • Finalize and Create: Review your field adjustments and tap the prominent purple action bar at the bottom labeled Create task to save and dispatch the assignment.

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