Creating a task list

Task lists allow you to organize the related tasks into groups for easy access. You can create multiple lists based on your needs. For example, you might create the task lists named "Unreviewed documents" or "Incomplete documents".

To create a new task list:

  1. On the ribbon bar, click Create task list.
  2. Provide the task list with a name.
  3. Save your progress.

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Creating a new task

To create a new task:

  1. Navigate to the Tasks folder.
  2. Right-click, point to Add task from the context menu and select Task type available from the list. Alternatively, you may click New task on the ribbon bar.

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<aside> ⚠️ Please note:

For details, about creating Task types, see Creating task types.

</aside>

  1. Select the type of a task.