Tasks are the way you assign individual pieces of work to people within your organization.

Start by navigating to the "Tasks" section on the menu bar on the left.

You can also create a task from within a project.

In the top left, select "Add Task"

Once you have done so, the Task builder will appear.

Select which client the task will fall under and if needed, which project.

Fill out all the necessary fields.

A couple fields to note:

Assign User: You can assign a task to yourself, a user within your organization, or a client user.

Recurring: You can have Whoa automatically recreate the task at intervals of daily, weekly, or monthly for any recurring tasks that you have.

Priority: If you choose, you can assign priorities to tasks to communicate the need to the user.

Reminder: Select a time to remind the user to complete the task.

Status Update: Select who needs to be notified when the status of the task is changed.