Adding Tasks to a Project or Content item

Tasks can be created and added individually or by task template. Task templates are pre-defined sets of tasks commonly associated with a project or the production of content. Each task in a task template is pre-filled with information that makes all of the tasks easy to customize to a specific content item or project, including due dates and task owners.

Add Tasks individually

  1. Click Related Tasks
  2. Click Add Task
  3. Fill out all required and necessary fields
  4. Click Save
  5. Repeat as necessary until all tasks required for the content creation have been added

Add Tasks by template

  • Click Related Tasks
  • Click Create Tasks by Template
  • Check the box next to the desired Task Template. Employ the search and filters to help locate the desired Task Template, if necessary.
  • Click Add
  1. Review all added tasks, insure that all due dates are accurate and adjust as necessary.
    • Individually: click the edit button next to an individual task. Alter start date, due date, or duration. Click Save
    • By Template: at the top of the Related Tasks tab area, alter the final due date in the “New Due Date” field. Click Task Recalculation. All task due dates will be recalculated according to the new due date. Review again to ensure accuracy of all task due dates.

Assigning tasks to the task owners (assignees)

  1. From the Job Role for Task drop down menu, select a job role.
  2. From the Assign To drop down menu, select the name of the user that corresponds to that job role, and that will be responsible for those tasks.
  3. Click Assign to update all tasks assigned to that job role
  4. Repeat for all remaining job roles

Customizing tasks

  • Click the edit button next to a given task to open the task in the edit mode
  • Confirm all details of the task or edit as necessary
  • Click Save

Adding additional tasks

If additional tasks are necessary for a particular Content Item, follow the instructions for creating tasks individually

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