How to Create a New Task in Topline

Learn how to efficiently manage your projects by creating new tasks in Topline. This article offers a step-by-step guide on setting up tasks, providing detailed instructions to help you organize your workflow and stay on top of your responsibilities. Ideal for users looking to enhance their productivity and streamline their task management process.

1. Begin by clicking the 'Start Task' button.

1 Click here.

2. Next, access the 'Tasks' section.

2 Once that's done, click on "Tasks".

3. Choose the 'New Task' option.

3 Click on "New Task".

4. Enter the name of the task.

4 Click on the element.

5. Provide a detailed description for the task.

5 Click here.

6. Assign the task to a team member.

6 Now, click here.

7. Then, select a contact related to the task.

7 After, click on the element.

8. Set a due date for the completion of the task.

8 Click on the element.

9. Lastly, save your changes by clicking 'Save'.

9 Click on "Save".

Did this answer your question?

😞

😐

😁