The Task Creation Form allows you to add relevant information to your to do’s or notes. In addition, the information supplied in this form will affect this or other Tasks’ Completion Status and filters they will show up in.
You can open the form by pressing the “New Task” button.
First, set your Task’s title. Make it something actionable and clear. For example, instead of calling it “package”, you could call it “pick up package from post office”. The task titel is actually the only obligatory field. From here, you could just go ahead and create your task which will make it “Available’ and placed in the default List.
Next up, select the List your Task should be parked under. Use Lists to designate the broader topic this task belongs to. For example, if you need to pick up a package containing supplies to help renovate your home which is an ongoing project, a list titled “Renovate the house” would be a great place to park it under.
Under “Assignee”, you can select who needs to perform this task. By default this is you, but if you select someone else it will automatically change the Completion Status to “Waiting For”! By Pressing the (+) symbol, you can also directly manage your Assignees without losing your Task.
Select an existing Tag to apply it to a Task. You can also create a Tag while you’re attempting to add it a task while creating or editing a task in the Task Form. To do so, write your desired Tag name in the “Tags” section. If there’s no match, you’ll be asked to create one which you can do by clicking “Add New”.
Sometimes, a task can’t be started until a certain amount of time has passed. Select a Start Date if you know at which point in time the Task becomes available. Setting a Start Date in the future changes the Completion Status to Scheduled, which automatically switches to “Available” once that date enters the present. The Due Date field on the right functions in the same way, except it states when a Task should be completed. Keep this empty if there’s no hard deadline.
If another task has to be completed first before the one you’re creating/editing can be started, select it by clicking “Blocked By”. Selecting a task that is currently incomplete will set the current Task to “Blocked”. The opposite, i.e. setting the current ask as a blocker for other tasks, can be done by selecting “Is A Blocker for”. For obvious reasons, another Task cannot be the blocker and dependency at the same time so make sure to unselect it from the other side before adding it to one or the other.
By pressing Create/Update Task, your task will be saved and ready for you to tackle or edit using the same form.
