To create a task on WebWork, you first need to create a project.
When you have already created a project, follow these steps to create a task:
- Click Tasks on the left sidebar.
- Select the project you want to add a task to and click Add a new task in the top-right corner.
New tasks created this way will be assigned the default Open status. If you have existing tasks with other statuses, you can create new tasks by clicking Add Task in each status category. You can find these buttons under each status group.
Convert a chat message to a task
You can also convert chat messages to tasks in WebWork.
To convert a chat message to a task:
- Open the WebWork Chat by clicking the Chat icon in the top-right, or Communications > Chat on the left.
- Find the message you want to turn into a task. Hover over it on its right side and click the Convert to task icon.
- Select which project to save the new task to from the popup window. Here, you can also modify the new task’s title. Click Save to create a task from the message.
Add task details
After creating a task, there are a couple of ways to edit its details:
- You can edit the title, due date, priority, comments, status, and assignees from the Tasks page.
- Click on a task to edit these details.
- You can also click the three-dot icon under Actions on the right and select Edit task.
Besides the above-mentioned, here you can edit the task’s description, start date, time estimate, and subtask details. You can also attach any relevant documents by clicking attach a file.