Step 7. Create Tasks

You can create tasks on the Task List view, the Task Tree view, or the Calendar view. Tasks created on one view automatically appear on other views. Task List view is convenient for creating to-do lists, Task Tree view is good for creating work breakdown structures, and Calendar view is best for creating employee schedules.

To create tasks

1. Log on to the database under your user account.

Note We recommend you to create tasks under your user account (not Administrator account) because when you create a new task you automatically become its owner (task owners automatically get notifications when their tasks are changed by other users).

2. Click the Task List, Task Tree, or Calendar tab.

• On the Task List tab, on the Task List - Groups pane, click the task group, and then, on the Task List toolbar, click New Task.

• On the Task Tree tab, click the required task group, and then, on the Task Tree toolbar, click New Task.

• On the Calendar tab, click the required date and time cell(s), and then, on the Calendar toolbar, click New Task.

3. In the New Task dialog box, in the Name box, type the task name that you want, and then click OK.

Note Tasks created on the Task List and Task Tree views, automatically appear on the Calendar view only if tasks have start and finish dates.