1. Navigate to the Timeline and click "+ Task"
2. Select the Task Type, Name It, and Add Details
- Select the Task Type.
- Name the Task (this is the only required piece of information).
- Add any additional details you currently have.
- Click "Add"
A Few Notes about Task Details
- Team and Locations will auto-complete from your Contacts List. You can also create new Contacts on the fly here.
- Departments and Categories are tags used to create additional groupings in your Timeline.
- You can Filter your Timeline by any Details that you've entered.
- Task Details are used to create Schedule Filters.
- You can use any Details to view information across your Projects as well.