Use Tasks

1

Open Task

Select Task in the sidebar.

2

Start the form

Select Create Task.

3

Enter and assign the task

Complete the task fields and choose the applicable assignee.

4

Save the task

Submit the form and confirm that it appears in the task list.

5

Find it later

Use the search field and member filter to narrow the assigned tasks.

6

Edit when needed

Use the task’s edit action, update the details, and save.