Different Ways of Creating a Task

Creating tasks in an organized way is essential for enhancing team productivity and achieving broader goals through manageable steps. Here are different methods for task creation on our platform:
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Approach A: From the Tasks Module

Approach B: Creating Tasks from Widgets in the Reports Module
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Let's see each approach in detail.
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Approach A: From the Tasks Module

Step 1: Go to the Tasks module in the left-hand menu.

Step 2: Click the Create Task button on the top right.

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Step 3: Fill in the details:

​Step 4: Click Create. The task will appear in your task list.

View the newly created task on the Tasks listing page. The user can make any changes to the existing task.
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​Approach B: Creating Tasks from Widgets in the Reports Module
​Step 1: Open any saved report.

Step 2: Hover over the widget you want to take action on.

Step 3: Click the Option (⋮) icon.

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Step 4: Select 'Create Task' from the dropdown menu.
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Step 5: A new card for task creation will appear. Fill in the task name, description, assignee, priority, and due date. Click the 'Add' button.
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This task will now show up under the Manual category in the Tasks module, and the assigned person will receive an email notification.

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These methods provide flexibility and efficiency in managing tasks across different modules.