How to Create a New Task?
Task Creation
Step 01: Adding a New Task
- Navigate to the Task Manager section via Mission Control.
- Click the Board tab at the top of the interface.
- At the bottom of any column (e.g., "To Do," "In Progress"), click the + Add Task button.
Step 02: Open the Add Task Window
- Clicking + Add Task opens the Add Task window.
- The window includes fields for task details, scheduling, and description.
Step 03: Fill in the Task Details
Step 03-A: Enter Basic Information
- Task Name: Enter a clear and descriptive title (e.g., "Design Ad Mockups").
- Assignee: Use the dropdown to assign the task to a team member.
- Priority: Set the task priority (e.g., High, Medium, Low).
- Status: Choose the initial status (e.g., To Do, In Progress, Done).
Step 03-B: Set Task Dates
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Start Date & Time:
- Click Select Date under the Start Date field to open a calendar.
- Choose the start date and time.
- Click Set to confirm.
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End Date & Time:
- Repeat the process to set the task deadline.
Step 03-C: Add a Description
- Use the description text field to add details or instructions for the task.
- Format the text using options like bold, italics, and bullet points.
- Note: Descriptions have a 500-character limit.
Step 04: Save the Task
- Once all fields are completed, click the Save button at the bottom.
- A confirmation message will appear: "Task created successfully."
- Click OK to close the dialog box.
Next Steps
- Learn How to Use the Calendar View for Task Management.
- Explore What is the Task Board View and How to Use It?.
- Discover How to View, Edit, and Comment on Tasks.
For additional assistance, contact support@kosmic.ai or visit the Help Center.