Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to create Task lists, users will need Create permissions for Tasks
This feature is a great way to organize and manage the tasks involved in a construction project. It also enables collaboration among team members, facilitating communication and ensuring everyone is on the same page.
Step 1: Selecting/creating a List
If you're looking to increase your productivity and manage your tasks more efficiently, create organized lists in 4 different ways:
Manually add the list by selecting the "Add List" button.
2. Select "Copy Tasks from" if you'd like to create a list from a Project.
3. Select "Import tasks" to add many items at once
4. Pick from the pre-created list
Step 2: Managing Tasks
After you have selected your desired list, it is now time to create tasks. Each task can be customized by:
assignees
due date
start and end times
reminders
add subtask/s
description
completed or not
You may refer here to understand how to navigate the tasks in a list:
Want to learn more?