Start from the right place

You can create a task from three places; each pre-fills a little for you.

  • Project → TASKS → CREATE TASK — the general case; you choose the site.

  • Site → TASKS → CREATE TASK — the Site is already selected.

  • My Dashboard → TASKS → CREATE TASK — the task is assigned to you and you pick the Project.

Managers, Reviewers and Editors can create tasks on the web. Field staff create tasks for themselves on the mobile app (see Complete a task on the mobile app).