How to Add Tasks to Your Timeline

Follow

1. Navigate to the Timeline and click "+ Task"

2. Select the Task Type, Name It, and Add Details

  1. Select the Task Type.
  2. Name the Task (this is the only required piece of information).
  3. Add any additional details you currently have.
  4. Click "Add"
Add Task

A Few Notes about Task Details

  1. Team and Locations will auto-complete from your Contacts List. You can also create new Contacts on the fly here.
  2. Departments and Categories are tags used to create additional groupings in your Timeline.
  3. You can Filter your Timeline by any Details that you've entered.
  4. Task Details are used to create Schedule Filters.
  5. You can use any Details to view information across your Projects as well.
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