This article will show you all the ways to create tasks on Corfix.
Adding Tasks can be done in multiple ways:- Though the Tasks overview page
- Through the Project Details page
- Through Form Sub Tasks
We will cover each method below.
Task overview page:
Step 1: Click the "Tasks" button from the left side menu and then click the "Add" button in the top right
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Step 2: Fill out all of the information for you task and click "Save"
Projects Details page:
You can add a task directly through the Project Details page.
Step 1: Click on the "Resources" dropdown from the left side menu and click "Projects"
Step 2: Select a project and then click the "Add" button beside "Recent Tasks"
Form Sub Tasks
Step 1: Click on the "Forms" dropdown from the left side menu and click "All Forms"
Step 2: Click on the form you would like to add a task to and then click the + button beside "Sub Tasks"