Create a task

1. Open ☰ → Operations management → Tasks (or My tasks) and click .
   For a task for a specific client or engagement, right-click it and select New task – the field will be pre-filled.
2. Enter a clear title.
3. Set the start and end.
4. Select the assignee. To assign the task to an office, a department or a client employee, use .
5. Optionally add assistants, tags and a description.
6. If the client employee should see the task, select Visible to client.
7. Click Save.

Description of all fields: “New task” dialog.