To simplify the task creation, under the Section, click + Add a new Task.



Select / Enter the following details:


  • Task Type: Select whether its a:

    • Task

    • Bug

    • Opportunity

    • Process Mapping

  • Title: Enter the title of the Task to be created. It should be brief yet concise to describe the activity

  • Assigned To: select the assigned user. 

    • Ensure that the notify box is ticked, as it will automatically send an email to the assigned user.


Once everything is in order, click Save.