Add a Task to a Project

Updated on September 10, 2026
Step 1: Open the task form

Option A

1. In the sidebar, click on the small plus icon next to Projects.

Click to see the screenshot

2. Select Tasks from the dropdown menu that appears.

Click to see the screenshot

3. Click on the + New Task button on the All Tasks page.

Option B

1. Navigate to the left sidebar menu and click on Projects.

Click to see the screenshot

2. Click on the Project Name or the arrow to open the website details page.

Click to see the screenshot

3. On the project information page, click on the + New Task button.

Click to see the screenshot

Option C

1. On the Overview page, hover over the three dots in the Projects section.

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2. Select All Tasks from the dropdown menu that appears.

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3. Click on the + New Task button on the All Tasks page.


Step 2: Fill in the details

1. Enter the task details:

  • Project
  • Title
  • Description
  • Attachments

Click to see the screenshot

2. Fill in the remaining fields:

  • Assign To – Choose the person you want to assign the task to.
  • Priority – Choose from low, medium and high.
  • Due Date – Set the deadline or the expected completion date for this task.
  • Hourly Limit – Enter the specific time limit for the task.

Click to see the screenshot

3. Click the Create button to submit your task.

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