{"id":126,"date":"2024-06-27T10:52:59","date_gmt":"2024-06-27T10:52:59","guid":{"rendered":"https:\/\/www.daxrm.com\/help-center\/?p=126"},"modified":"2025-01-07T05:34:47","modified_gmt":"2025-01-07T05:34:47","slug":"how-to-create-manage-tasks","status":"publish","type":"post","link":"https:\/\/www.daxrm.com\/help-center\/how-to-create-manage-tasks\/","title":{"rendered":"How to Create &amp; Manage Tasks"},"content":{"rendered":"\r\n<p>1. <span style=\"font-weight: 400;\">To create and manage your tasks, go to the project tab on your account dashboard. Click the + in the relevant project section and input your chosen task name.<\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-489 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-15-1024x478.webp\" alt=\"\" width=\"1024\" height=\"478\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-15-1024x478.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-15-300x140.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-15-768x359.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-15-1536x717.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-15-2048x956.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>2. <span style=\"font-weight: 400;\">Click on the newly created task to add the relevant task information including. You can assign tasks to teams and individuals, set the task status, set due dates, attach files, and tag colleagues in comments. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-490 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-16-1024x475.webp\" alt=\"\" width=\"1024\" height=\"475\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-16-1024x475.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-16-300x139.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-16-768x356.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-16-1536x712.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-16-2048x950.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>3. <span style=\"font-weight: 400;\">To perform bulk actions on your tasks, click on the<strong> list view<\/strong> icon. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-491 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-17-1024x506.webp\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-17-1024x506.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-17-300x148.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-17-768x380.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-17-1536x759.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-17-2048x1012.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>4. <span style=\"font-weight: 400;\">Select multiple tasks and click Bulk Action. Select the action field and the action type to perform bulk actions across multiple tasks. <\/span><\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-493 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-18-1024x506.webp\" alt=\"\" width=\"1024\" height=\"506\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-18-1024x506.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-18-300x148.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-18-768x380.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-18-1536x759.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-18-2048x1012.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-494 size-large\" src=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-19-1024x471.webp\" alt=\"\" width=\"1024\" height=\"471\" srcset=\"https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-19-1024x471.webp 1024w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-19-300x138.webp 300w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-19-768x353.webp 768w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-19-1536x706.webp 1536w, https:\/\/www.daxrm.com\/help-center\/wp-content\/uploads\/2024\/06\/Project-Management-19-2048x942.webp 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n","protected":false},"excerpt":{"rendered":"<p>1. To create and manage your tasks, go to the project tab on your account dashboard. Click the + in the relevant project section and input your chosen task name. 2. Click on the newly created task to add the relevant task information including. You can assign tasks to teams and individuals, set the task [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/126"}],"collection":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/comments?post=126"}],"version-history":[{"count":5,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/126\/revisions"}],"predecessor-version":[{"id":711,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/posts\/126\/revisions\/711"}],"wp:attachment":[{"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/media?parent=126"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/categories?post=126"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.daxrm.com\/help-center\/wp-json\/wp\/v2\/tags?post=126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}