To add a new task:
- Click on Tasks in the left sidebar to open the Tasks screen.
- Type a name for the task.
- 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.
- 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.