Creating tasks in a project

Tasks are a great way to break down your project and give responsibility. You can assign a task to a team member, hold discussions, create subtasks, and add files. This article covers all the different ways you can add tasks to a project.

Adding a task

1. Click Add Task (new task will show up underneath the currently selected task).
2. Type a name for the task.
3. Press Enter.

After you have created the task, you can begin adding content on the right panel. If you need to move your task to a new location, drag and drop it.

For details on adding information to a task and using tasks effectively, see Using tasks.  

Adding a task by email

Most of the time, you add tasks while you’re logged in to BasicOps. There may be times, though, when you’ll need to add a task when you’re not logged in. In those cases, add a task using email.

If you’ve planned ahead, you can use email to add a task to a specific project. All you need to do is get the project's URL and include it in the email. 

Step 1

1. Click the action button (3 dots) next to the project title.
2. From the dropdown, click Add Task by Email. 
3. Click Copy Link to Clipboard.

Step 2

1. Go to your email.
2. Start a blank email.
3. In the To line, paste the task link. 
4. In the Subject line, enter a name for the task.
5. In the body section, enter a description (optional). 
6. Attach any files to the email (optional).
7. Click Send when you are done. 

Adding an Independent Task

There will be a point when you are working in a project and need to add a quick task outside of the project. Rather than going to the other project, the Add Independent Task option gives the option to pick the project destination. 

The main difference between the Add Task and Add Independent Task option is the ability to select a project. While the Add Task button will only add tasks below your current selection, the Independent (+) option prompts a form where can select a project.

1. Click the + next to the Tasks from the left sidebar.
2. Fill out the Add Task form.
3. Section a project from the dropdown. 
4. Click Add Task when you are done.