Adding a task

To add a new task

In the mobile app:

  1. Tap on the checklist icon or tap the 'Your tasks' panel on the home screen
  2. Tap on the + button at the top of the screen
  3. Tap to choose a task type - this allows the most relevant checklists and related resources to be displayed 
  4. Type the task title
  5. Set the due date
  6. Change the colour for your task if you'd like
  7. Set the task priority to either High, Medium, Low or None
  8. Tap 'Continue'
  9. Use the Notes toggle switch to select if you want to add any notes
  10. Use the Reminders toggle switch to add one or two reminders for the event (check our Notifications article inked at the bottom of the page to make sure you get the reminders)
  11. Use the Checklist toggle switch to turn the suggested checklist on or off (want to edit the Checklist - see our Task checklist article linked at the bottom of the page)
  12. Tap 'Done'
  13. The task will now be listed in your task list

In the web app:

  1. Click on the task menu item or click on the 'Your tasks' panel on the home screen
  2. Click on the '+ Add task' button
  3. Click to choose a task type - this allows the most relevant checklists and related resources to be displayed 
  4. Type the task title
  5. Set the due date
  6. Change the colour for your task if you'd like
  7. Set the task priority to either High, Medium, Low or None
  8. Click 'Continue'
  9. Use the Notes toggle switch to select if you want to add any notes
  10. Use the Reminders toggle switch to add one or two reminders for the event (check our Notifications article inked at the bottom of the page to make sure you get the reminders)
  11. Use the Checklist toggle switch to turn the suggested checklist on or off (want to edit the Checklist - see our Task checklist article linked at the bottom of the page)
  12. Click 'Done'
  13. The task will now be listed in your task list

Still need help? Contact Us Contact Us