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Create a New Task

The Tasks tab lets you track all portfolio activities with ease. The new task button simplifies management—keeping you organized and proactive.

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Written by Sara Fandel
Updated over 3 months ago

How to Create a New Task

  1. Go into the ‘Manage tab’ and click on ‘Tasks’ which is under Data Management.

2. In the top right of the screen click the white ‘New Task’ button.

3. After clicking on that option you are able to fill in the title, description, and due date of the given task.

4. Once you are finished you can select the blue 'Save Task' button and see it in the ‘Active Tasks’ section.

Expert tip: If you prefer a visual representation of your tasks rather than a list, turn on the ‘Calendar View’ and see your tasks on an actual calendar.

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