You can create Tasks with the following 2 step-process:

    

    a) Define your TASKS in “Settings”

    b) Allocate them to specific Projects in “Projects”


Define Tasks: Before you can assign tasks to specific projects, you have to create them in “Settings”. Please follow the subsequent steps:


    1. Open the Portal and go to “Settings”

    2. Open the tab “Project Settings”

    3. The first section is called TASKS. Type a new TASK in the box

    4. Add the TASK by clicking on the "plus" sign


    * Remove TASKS just like you did with other settings by clicking on the "minus" sign. 

    * However, there is an additional Switch Button, that does not appear in the other settings: by activating it, you assign a certain TASK to all projects

    * You should receive Feedback of your action at the bottom of your screen



Assign Tasks to specific Projects: In “Settings”, you can allocate certain TASKS to ALL projects in your company. However, you can also assign individual TASKS to individual Projects. This is done in “Projects”:


    1. Open the Portal and go to “Projects”

    2. Select the project you wish to add tasks to by clicking on the edit icon

    3. Open the tab “Tasks”

    4. Use the Switch Buttons to assign individual TASKS to individual Projects by activating the Button so it          appears orange


    * You should receive Feedback of your action at the bottom of your screen.