You can create tasks to help organize your workload. This includes the ability to set the priority level, dates, and estimated hours on tasks; associate tasks with Flare projects; assign tasks to others or to yourself; and attach files to tasks.
To create, edit, add comments to, or delete a task, you must have the following permission setting:
Without permission, you can only view tasks.
For more information about permissions, see Setting User Permissions.
- Click . The Tasks page opens.
- In the toolbar click . The Create Task dialog opens.
- Complete the Title field.
- (Optional) Complete any of the other fields in the dialog:
Description You can enter a description for the task.
Tip: If you need to create a project checklist as part of your task, you might consider paste a copy of the checklist URL in your task description.
See About Project Checklists.
Once you finish the checklist, you can return to the Tasks page to move the task card to the Completed milestone.
- Priority Level You can use the slider to indicate the priority level of the task (Low, Medium, or High). Each priority level is indicated by a color, which is shown in the task card:
- Project You can select an uploaded Flare project. This associates the project with that task, and anytime someone opens the task, he or she can click the project link to open it in the Projects page.
- Start Date You can click the buttons on the right side of the field to select the date and time when the task should be started. This date is used when looking at the task in Calendar view.
- Due Date You can click the buttons on the right side of the field to select the date and time by which the task should be completed. This date is used when looking at the task in Calendar view. When a task is past the due date (and not yet completed), the text turns red.
- Est Hours You can enter an estimated number of hours for the task.
Assigned to By default a new task is assigned to yourself, so you will see your avatar in this field. However, you can click the avatar to assign the task to a different user.
Note: A task can be assigned to only one person.
Note: When editing an existing task, you also have the option of changing the owner of the task. See Editing Tasks.
- Attachments You can click this button to choose one or more files to be associated with the task. Others can then download the attached files for more information about the task.
- Click Create Task.