How to Add a New Task

To add a new task:

1. Click on Tasks in the left sidebar to open the Tasks screen.
2. Type a name for the task.
   
   
3. Optionally, click on the icons next to the Add button to set various options for the task. These include:
   
   Make the task private. If you mark a task as Private, your teammates will not be able to see it.
   
   Connect the task with a matter or lead.
   
   Assign the task to one or more teammates.
   
   Set an end-date for the task.
   
   
4. Click on the Add button to add the task to your list of tasks.
   
   Note: If you have specified an end date, the task will also be added to your Calendar.

Tip: You can also quickly add a new task from any screen, by clicking on the  icon and selecting New Task from the menu that appears.