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How to Create a Task on All Project Views

How to add tasks in any of our project views.

 

Gantt & sheet are only available on Team and above, learn more.

There are a few ways you can easily create tasks on ProjectManager. Similar to a project, you can build tasks from scratch or import them. There are two types of tasks you can create: non-project tasks or project tasks.

 

Tip! If you have access to a project, you will be able to create tasks for that project or move a task to a project you have access to. If you don’t have access to a project, you will not be able to create a task for that project or move a task to that project.

 

Non-project tasks typically don’t belong on a project in particular but you can always move them to a project later. Watch our short video below or read on to learn about adding tasks to your projects.

 

 

Note: You can add a task from anywhere in the software or from any of the project views. *Please note that the above video showcases a previous version of our software, check back soon for an updated video. 

Non-Project Tasks

You can easily add non-project tasks by clicking +New  in the bottom left of your software. Select task from the menu and enter the name of your task. 

 

 

Once created, the task will automatically be assigned to you. You can assign it to another person by unchecking your name and checking their name. You can also leave your name checked and add others to work on the task with you.

 

 

You can choose not to assign a task to a project or click the dropdown to assign it to a project you have access to. If you prefer not to assign it to a project right away, you can always move it to a project later.

Project Tasks

If you are working on a project, you can add tasks on the List, Board, Calendar or Gantt. If you add a task on any of these views, you will be able to see and edit it on any other view.

Gantt or Sheet

On the Gantt or Sheet, click the plus button to the far left. A new row will be created on the Gantt where you can type your task name and any other data you would like to add. Alternatively, you can start typing into an empty cell at the bottom of your project to create a new task.

 

Note: Gantt and Sheet are only available on Team and above.

Need access? Upgrade your plan today.

 

List

On the List view, click "new task" at the bottom of the page. Next, you will be prompted to give your task a name. You can also add any other data such as assignee, due date, etc. on the task card.

 

Board

On the Board, click "add a task" at the bottom of any column. Once you type the name of your task, you will see it at the bottom of the column.

 

Calendar

On the Calendar view, hover over any date and an "add task" button will appear. Click that button and give your task a name. You can then choose the project and person the task should be assigned to.

 

 

Please email us at support@projectmanager.com with any questions!