Creating and assigning tasks
Learn how to create effective tasks, assign them to the right team members, and set up your project workflow for maximum productivity.
How to Create and Assign Tasks
Step-by-step guide to creating effective tasks
Navigate to Tasks
Go to the Tasks section in your organization dashboard
Click 'New Task'
Click the green 'New' button to create a new task
Add Task Details
Enter task title, description, and any relevant context
Set Priority and Due Date
Assign priority level (Low, Medium, High, Urgent) and set deadline
Assign Team Members
Select who will be responsible for completing the task
Add Tags and Categories
Organize tasks with relevant tags and project categories
Create Task
Save the task - assigned members will receive notifications
Types of Tasks
Individual Tasks
Tasks assigned to a single team member for focused work
- Personal deliverables and responsibilities
- Specialized work requiring specific expertise
- Independent research or analysis
- Individual skill development tasks
Collaborative Tasks
Tasks that require multiple team members working together
- Cross-functional project work
- Team brainstorming and planning sessions
- Collaborative document creation
- Group problem-solving initiatives
Recurring Tasks
Tasks that repeat on a regular schedule
- Weekly team meetings and check-ins
- Monthly reporting and reviews
- Quarterly planning sessions
- Regular maintenance and updates
Task Assignment Tips
Match Skills to Tasks
Assign tasks based on team members' skills and expertise areas
Balance Workloads
Distribute tasks evenly to prevent burnout and ensure quality output
Set Clear Expectations
Provide detailed descriptions and success criteria for each task
Use Deadlines Wisely
Set realistic deadlines that account for task complexity and dependencies