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 an email notification, and the task will appear in their task overview.