- Click the Projects tab in the MyBar.
- Select the Project that you wish a Task added to.
- In the Sections Bar, select the Section that contains the Form you would like to add Task to.
- Select the "Task" icon, located in the Form header.
- Click the “Add New” button and select whether you want a Recurring Task or Non-recurring Task.
- Populate the required information for the Task, and click the “Save” or “Save & Close” button.
If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.