How to create a new task

Créé: 09/03/2018
Dernière mise à jour: 06/05/2020
Nombre de vues pour le message: 2732

Sugester allows you to create, assign and track tasks. There are several ways to add a new task, but the two simplest ones are available directly your main inbox view.

You can either click on +New task in the top-left corner or, if you're not in the inbox, go to Shortcuts > New task. Either way, you will see the task creation dialog:

Every task can have the following properties:
  • Priority (changed by clicking the star in the top-left corner) - indicates the task's importance;
  • Title - contains a short summary of the new task;
  • Estimated completion time (on the right-hand side of the title field) - indicates how long you thing the task should take to complete;
  • Content - you can enter a longer description of the task here;
  • Assign to - select the person responsible for completing the task;
  • Status - you can create custom statuses or use one of the predefined ones;
  • Client ID - if the task is meant for a particular client, you can enter his name here;
  • Due date - the day on which the task is supposed to be completed;
  • Category - you can create your own categories to make task management easier;
  • Department - departments are groups of people within your company;
  • Hour - a specific hour when the task is to be completed;
  • Attachments - every task can have attachments, each one no larger than 10 MB.
Click Save to confirm creating your new task. It will immediately appear in the inbox of the person you've assigned it to.



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