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To assign a task to your project, click on the new task button in the upper right corner of the View Project screen. The Add Task screen will display.

From here you will record the details, dates, dependencies (if applicable), and assign human resources to your project.

Task Details
1.    Click on details to enter the following:
2.    Click on the drop down arrow to assign a Task Owner
3.    Click on the drop down arrow to indicate who has access to this task
4.    Assign a task parent if this is a child task to another task already assigned
5.    Click on the drop down arrow to select a Task Type
6.    To assign contacts to the task:
7.    Click on a department to assign this task
8.    Enter a Target Budget if applicable
9.    Type in a task description
10.  Click on save

Task Dates
1.    Click on the calendar to select a start date
2.    Enter the expected time duration

Note: You will enter the finish date at the time the task is finished. You can then select to calculate the task time based on the total duration of the task, or on the number of days to complete it.

Human Resources
1.    Select the people who are assigned to this task and click on > to add them or < to remove them.
2.    You may assign a percentage of your task to different people by first selecting a percentage amount by clicking on the drop down arrow.
3.    Click on Notify Assignees of Task by E-mail (if not already checked) and type in any comments that you would like to display on the e-mail.
4.    Click on the save button.

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