When a new project is created on the Cloud, it will have a default task group "Rough-in" without any tasks. You have two options to add tasks.
Rename the default task group and add your tasks to it. You can change the name anytime. You will need to have at least one task group in a project. So, you cannot delete the default task group.
Apply a predefined task template that you can create under Settings. This will bring in all the task groups and tasks from the template. You can add or delete tasks and change all their details as needed.
This article explains how to add tasks to the default task group in the project. If you want to apply a task template to the project, check out this article.
Add tasks
To add tasks within a project:
1/ Go to the Project details view of the project, and click "Plan > Tasks."
You will see a default task group, "Rough-in," without any tasks.
2/ Click "Create a new task" in the "New" section.
A new row will be created for the task with a few details.
3/ Add a title for the task and click "Create and open."
This will open the modal with all details of the task.
4/ Fill in the task details modal and define the task.
If you want help understanding the details, check out this article.
5/ Once you are done defining the task, click the "X" on the left of the modal. The task will be saved with all the details you entered.
If you are working on a project where some tasks have been completed and you want to add them to Cloud, you can create tasks under the "Progress" or "Completed" section.
Clone task
If most tasks have the same details and you want to save time by reusing them, you can create duplicate tasks and edit their details.
To create a duplicate task, click the 3-dot menu of a task, click "Duplicate," change the name of the task, and click "Duplicate."
Reorder tasks
If you have not added the tasks in the logical order of scheduling them, you can reorder them within the task group.
To change the order of a task, hover over the 6 dots at the left of the task row, and move the task up or down.
Add more task groups
If you want to build a comprehensive task list for a project, with multiple task groups and tasks, click the "New task group" button in the top right corner. This will add a new group below the default group.
You can give the new group a name and add tasks and details. If you want to save a good list of task groups and tasks as a template for the future, click "Save as task template."
