Oops! Something went wrong while submitting the form.
Create and organize tasks easily on TaskPilot to streamline project management and keep everything on track.
Creating tasks on TaskPilot is an organized and efficient process. Here’s how you can create a task step by step:
Log in to your TaskPilot account. In the sidebar menu on the left, click on Workflow and select Tasks from the dropdown menu.
On the Tasks page, click the blue ‘+’ button located in the top right corner. This will open the Add New Record modal. Select the type of task you want to create, then click Next followed by the Create from Scratch button.
Fill in the required general information for the task, and then move on to allocating the necessary resources. Once you have entered all the details, click Add Task to save your new entry.
Creating tasks on TaskPilot is straightforward, allowing you to efficiently manage and organize your projects. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!
