Creating new tasks in conversations

Last Updated : Aug 28, 2024 |
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Create a task in a conversation to track that task from the conversation. When you create a task with this method, you post it as a message in that conversation. However, you can still track these tasks from the Workspace tab.
  1. Click the Message tab.
  2. From the Message side pane, select a conversation.
  3. On the conversation page, click the New task icon.
    STEP RESULT:
    displays the New task window.
  4. Complete the following fields:
    ADDITIONAL INFORMATION:
    • Task title
    • Category
    • Assignees
    • Due date
    • Due time
    • Repeat
    • Complete when
  5. From the Color tag list, select a color for the task.
  6. To attach a file to the task, click the Attach file icon.
  7. In the blank field, type a description for the task.
    ADDITIONAL INFORMATION:
    You can add emojis to your task description.
  8. Do one of the following:
    • To post the task and close the task creator, click Post and close.
    • To post the task to the conversation and create a new task, click Post and new.