← Video Library Task Management · 1:56

What you’ll learn

  • Open Create Task from the global button
  • Select the assignee and task type
  • Set requirement type and priority
  • Confirm the reporter and add followers
  • Set the due date
  • Review the approval line and escalation policy
  • Create the task

Chapters

  • 0:17 — Open Create Task from the global button
  • 0:35 — Select the assignee and task type
  • 0:58 — Set requirement type and priority
  • 1:10 — Confirm the reporter and add followers
  • 1:21 — Set the due date
  • 1:27 — Review the approval line and escalation policy
  • 1:38 — Create the task

Read the guide

→ Creating a Task

Part of a learning path

New User Essentials · Video 2 of 6 ← Workspace Detail · Using My Tasks → Task Management in Depth · Video 1 of 6 Using My Tasks →