Quick Task Creation
To create them during page creation once you get the page ready to create, there will be a toggle button for ‘Create Task’ shown below.
Doing so will populate the screen with task information for you to complete.
Task Type | The possible options are determined at Task Settings. |
Task Scheduled Date | When is the task due to be completed? |
Assign to | Who should this task be assigned to? If you want to create a private page you can only assign tasks to people within the assigned team or person if you didn’t assign the page to the team. |
Description | What is the task? Add a brief description so the user knows what the task is. |
Once you’re happy, hit create and the system will create the page and task together.
Creating a Task Within a Page
To create a task within a page, select the Task tab, highlighted below. Populate the details highlighted as mandatory with the asterisk and then hit “Add Task” button.
Creating a Note
Notes are created within a page and are a great tool for updates that don’t necessarily require an action off the back of it.
To add a note, ensure the tab is selected on your page, see below. Add the description, attach anything if it is necessary, and click "Add Note". It will create a note successfully.
