How to create a new task in Profit?

Category: Tasks

Tasks are nothing but the activities done to achieve the key results. Lets see how to create a new task and set priorities for the same.

Step 1:

Login and from the left navigation panel select, Tasks → My Tasks.

Step 2

In the My Tasks view, click Create.

In the inline task form, enter the following:

Describe your Task: Describe the activity

Target Date: Date by which you want to finish the task

Assigned to: By default this field will be populated with your name. Select a different employee if you want to assign it to any other employee. Once you assign it to a different person, you’ll no longer be able to see this task in My Tasks view.

Read this answer post to see tasks assigned to your team members and other employees.

Let’s say you want to create a new task. Create a schedule for Social Media posts and the target date of the task is 03/31/2020.

Enter the task name and the target date. Then click Save.

Step 3:

Once your task is created, you can see that the status is set to Not Started by default.

Click on your task set the Priority to High, Status to Scheduled in the Upcoming Task form.

Enter the description for the task, but it is optional.

Associate the appropriate key result with this task and click Update to finish.

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