There are three places where members of a Stream can create a new Task:
- From the Streams dashboard, click the green + button on the tasks panel.
- From the Tasks dashboard, click the green + Add Task button.
- From the Streams Sidebar, click the “…” and select New Task.
Create a Task
- In the New Task pop-up, enter the task Name.
- To add new fields to the task click the Fields button then click Customize.
- Click the Available Fields drop-down menu to display available options. You can also search for a specific field by typing the name of a field into the search bar.
- To add Assignees and/or Watchers to the task add the field type
- Determine if you want to require or lock the field. Then click the X in the top right corner of the Available Fields window. (You will add members in the next step.)
- To add member(s) click the + button on that field. Type the name of a Stream member into the search box and select the corresponding result.
Note: For more information about the permissions of Assignees and Watchers, click here.
- If your Stream Admin created a required custom field, you will see it displayed automatically when creating a new task. If the custom field does not have a default value, enter a value.
- Click the green Create Task button. Alternatively, click the dropdown to access the Create and Open and Create and Duplicate options.
For information about how to edit the details of existing Tasks, click here.