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Creating tasks and organising folders

Tasks & RemindersAll usersVerified 3 Oct 20261 min

Creating a task

  1. Go to Tasks and select New Task.
  2. Enter a title, description, assignee, and due date.
  3. Add any attachments or subtasks if needed.
  4. Save.

Organising with folders

Create a folder to group related tasks — e.g. by project, site, or team — then move tasks into it by dragging or using the "Move to folder" option.

Walkthrough video

Every step above, performed once in a demo organisation.

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