Creating Tasks

Creating tasks in WeTrack

Leoni Keogh avatar
Written by Leoni Keogh
Updated over a week ago

Tasks are the backbone of WeTrack. They are flexible in terms of what exactly they represent, their style and their content, but essentially they are items of work that must be accomplished in order for a Project to be complete.

There are a few places to go to create a Task. You can click on the ‘Add’ button in the top right-hand corner of the page, and click ‘Add Task’; you can click ‘+ Task’ at the top of the Tasks Homepage; or you can click ‘+ Task’ inside any Task Group or Project.

Every option takes you to the ‘Add New Task’ modal, where you can input the details for your Task. If you are adding a task to a task group or project, those details will be pre-selected in the modal.

You can put in the following information:

  • Project: choose the Project that the task will sit in;

  • Task Group (optional): choose the Task Group that the task will sit in within that Project;

  • Task Title: make sure this is distinguishable from other tasks;

  • RAG Status: if you need to give the task a RAG status that isn’t ‘Grey’, you can do so upon creation;

  • Milestone: select if the task is a milestone, and if so, what type;

  • Start and Due Date: select the dates for the task to start and end;

  • Owner(s) and Department(s): assign as many action owners or departments to the task as necessary, and click the shortcuts to add yourself or your department.

If there is then further information which you need to input, you can click ‘Show More’, to bring up the following options:

  • Event: if applicable, associate the task to the event which you are working on;

  • Priority: here, you can assign a priority of Low, Medium or High to your task;

  • Completion: here, you can select a percentage complete, in 5% increments up to 100%;

  • Description: here you can type a formattable description for the task;

  • Tags: here you can select any tags that apply to the task. These are all set up in the Tag Manager section of the Settings area.

Then, simply Save and Close to create the Task. You can also use the Keyboard Shortcuts or the downward-facing arrow to have the option of Saving the Task and going straight to its Details Page (for example, to add Sub-Tasks immediately), or Saving the Task and adding another straightaway.

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