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Add and manage tasks

Use this video to see how you can start a new task list and add tasks for team members to do by a certain date.

To add a new task list:

  • Use the link to 'sign-in'. This is on the top right hand side for desktops & tablets, and within the main menu for mobiles.
  • Locate the dashboard menu. This is on the left hand side of large screens or under a white dropdown at the top for mobiles.
  • Select ‘Teams’ and 'Your teams'.
  • Select the team you want to add a task list to.
  • Use the left-hand menu and select ‘tasks’, then use the ‘add new’ button.
  • Or use the task list button on the main dashboard page. Use the ‘add new’ button.
  • Give your task list a name.
  • Add a brief description about the list.
  • Set the ranking order for the list.

To add a new task to a list:

  • Use the link to 'sign-in'. This is on the top right hand side for desktops & tablets, and within the main menu for mobiles.
  • Locate the dashboard menu. This is on the left hand side of large screens or under a white dropdown at the top for mobiles.
  • Select ‘Teams’ and 'Your teams'.
  • Select the team you want to add a task list to.
  • Use the left-hand menu and select ‘tasks’. 
  • Select the task list and use the button to 'add new task'
  • Give the task a name.
  • Include more details in the description.
  • Assign a due date if needed.
  • Assign the task to a team member.
  • Use the button to 'create task'.

Can't find the answer?

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  2. Contact your platform admins here.
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