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How to create tasks

Learn how to create tasks in Active Workflow, including standalone tasks, for better organization and productivity.

Updated over a week ago

Overview:
Tasks in Active Workflow allow you to create and manage tasks either independently or as part of a job. This guide explains how to set up tasks, giving you flexibility to handle activities efficiently.


Creating a Task

Standalone Tasks may be created from the Tasks tab, but tasks associated with a Job will need to be created by Editing the Job.

Enter the Name of the Task, the Assignee (which defaults to the logged-in User) and the Due Date.

Then press Add.

Note: Standalone Tasks only have states - Active or Completed.

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