Add a task from the calendar
Click a day on the studio calendar to add a task there, with its project, phase and people.
Quick add creates a one-day task on the day you click. Use More options for anything longer.
Steps
- Open Calendar and click an empty part of a day. In Day view, click Add task.
- Type a Task name.
- To put it on a project, choose the Project, then a phase. The phase is required once a project is chosen.
- Change status and priority if needed.
- Under Assign to, add or remove people. You are selected to start with.
- Click Save, or press Enter.
What happens next
- The task appears on that day.
- Each assignee gets an in-app notification.
- Billable starts at your studio's default.
Good to know
- To set a date range, a description or a target time, click More options. Everything you typed carries over to the full task drawer.
- New task in the toolbar opens the full drawer straight away.
- Names can be up to 60 characters.
- Choosing a project narrows Assign to to that project's team.
- If the phase list shows Phases unavailable, you may not be on that project's team. Ask to be added, or leave the project unset.
- A project with no phases can't be used here. Leave the project unset, or add phases first.