Adding a Task Manually

This article will show you how to add a task manually. This is helpful if you have a one-off task that needs to be added to your transaction.

Written by Hannah Hoxie

Updated over 4 months ago

Creating Tasks Manually

Step 1:
From the transaction, go to the Tasks tab.

Step 2:
Click the Add Task button, and from the date picker, choose the date.

Step 3:
You have the option to make your task a Critical, Pinned, or Open task after submission.

Step 4:
Enter the task title and click Submit.