How do I create a Task?

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

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"