Create a Task

1. Create a Document Task

Navigate to the project where you want to create the task. Then go to your documents.

1. Select one or more documents.

2. Click Create.

3. Select Create Task.

4. Fill in the details:

   • Title

   • Description

   • End Date

   • Participants

   • Category

   • Required Action

5. Click Save.

The recipient will immediately receive a notification via email, and the task will appear in their task overview.