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Create tasks easily on TaskPilot to stay organized. For detailed instructions and features, check out our guide.
Creating a task on TaskPilot is a streamlined process. To set up a new task in your planner follow these steps:
Log in to your TaskPilot account, go to the sidebar menu on the left, click Dashboard, and select Planner from the dropdown. For a comprehensive understanding of the Dashboard Planner layout, check out our introduction guide which covers all the essential features and views to help you navigate the planner effectively.
On the Planner page, click the blue ‘+’ button located in the top right corner. On the modal window that appears, click Next and then Create from scratch button. Fill in the necessary general information, assign the task to an app user, and allocate the required resources. Once all details are entered, click Add Task. The new task will now be visible in the weekly or monthly view of your Dashboard, depending on the tab you select at the top of the page.
Creating a task on TaskPilot is simple and helps keep your workflow organized. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!
