Task is the perfect tool to collaborate with everyone. RedBracket workflow provides study flow of tasks through various stages and helps in achieving the goals faster. Here we can create tasks without project and we can call these activities as Personal Tasks or Non-Project tasks. Tasks allow you to divide your work into parts and allocate it to your team members. Here you can create checklist, track the progress, manage statuses and you can connect tasks to files as well.

This below video will explain how to create task and sub-task or you can follow the step by step procedure.



The following steps will help users to create a tasks and sub-tasks.

Let us see how to create task:

Go to Tasks Module & Click on “+ New Task” Button. It will open a form as below where user need to enter all details.



Next, Select task type from the dropdown list. Here we have three types of tasks as Task, Issue and Request.
Task is default type and it can be changed to issue later on. Issue is just a label for an activity and Issues can be changed to task later on.
Request is a task where anyone from Assigner and Assignee is an external member. The system automatically sets this type to request which can not be changed by user, unless they change the assigner/assignee back to an internal member.



Enter task name, Select deadline date for that activity and Click on “Submit” Button. If we want to create this task under specific project then we need to select project name and phase as well.



It will create the task as show in below.



Let us see how to create sub-task:
The following steps will help users to create new Sub-task.

Open main task to create Sub-Task and Select Sub-tasks Tab.



Click on “Add Sub-task” button and enter all required Information. Start Date and End Date should be in the period according to Main Task.



Click on Submit button, then It will create your sub task as shown in below.

Was this article helpful?
Cancel
Thank you!