Support Center

Managing Tasks

Last Updated: Jan 05, 2016 01:02PM EST
You can create a task directly from the Task list or by dragging an event from the calendar.
 
 
To Create a Task:
  1. In the Task list, click on the New Task icon .
    Alternatively, press alt+t
  2. In the Add new task dialog, complete the following:
  • Enter a name for the task.
  • If the task has a due date, select the Due date checkbox and select the date from the pop-up calendar.
  • Add tag content to help you identify or search for your task.
  • Enter any subtasks associated with this task and click the Add icon.
    To remove a subtask, hover over the content and click the Trashcan icon.
  • Enter the name or email address for any other people associated with the task and click the Add icon.
    To remove a collaborator, hover over the content and click the X icon.
  • To add an attachment to your task, click the Paper Clip  icon and upload your file.
  • Enter a brief description of the task in the Notes section.
  1. Click Add.
To Edit a Task:
  1. In the Task View list, click on the Task that you want to edit.
  2. In the Task Details screen, make the required modifications and click Save.
     
To Delete a Task:
  1. In the Task View list, hover over the task that you want to delete and click the Trashcan icon.

    Alternatively, you can click on the Trashcan icon within the Task Details screen.
To Archive a Task:
  1. In the Task View list, click on the Task that you want to edit.
  2. In the Task Details screen, click on the Archives  icon.
     

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