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Create a New Task

New task

  1. Click the “New Task” button to open the new task popup.
  2. Select a task type.
  3. Highlight the “Urgent” icon to mark the task as urgent, notifying the assignee; an urgent icon will appear on the Kanban board and in the message view.
  4. Select the task’s assignee, which can be individual members or groups (choosing a group assigns the task to all members of the group). If the selected task type has a preconfigured default assignee, it will be automatically filled in and cannot be modified.
  5. Select the reviewer for the task, following the same logic as the assignee.
  6. Select the assets related to the task. Once bound, this task can be found in the asset list.
  7. Choose the task’s start and end time, which will be applied to the calendar view (Tasks that haven’t started yet will still have the Pending status but will be categorized as Not Started on the Kanban page).
  8. Enter the task content, mandatory.
    • In this field, you can also tag the task by entering “#” to create or associate a tag.
  9. Click the “Location” icon to associate task location information (location data pre-set on the platform's location management page).
  10. Click the “Attachment” icon to upload attachments (Maximum file size: 10MB per file. [.pdf/.doc/.docx/.xls/.xlsx/.txt/.jpg/.png]).
  11. Click “Add” to create the task.
  12. Click “Cancel” to cancel the creation.