Here’s a detailed guide on how to fill in each part of a task—whether you’re creating a one-off task or adding it to your Task Set.

• Task Name
• • This will be displayed on the high-level of your Task Manager table.
• File Name
• • The name of the File the task is assigned to.
• Assign to
• • Select who will complete this task from your list of team members (through scrolling or searching).
• Task Type
• • Select what category this task is. Select up to two task types. This will help you sort and find tasks later on.
  • If you select Email, add the subject line and email draft to the task.
• Due Date
• • Set when this task will be due.
  • • Click the 1 to customize the number of days.
    • Select 0 days before or after a triggering event to set a task to be due on that day.
    • Click into the before rectangle to customize before or after the triggering event.
    • Click into start of the trip to customize what triggering event should be used to calculate the due date. Certain options only appear when selecting before or selecting after.
  • Or manually enter the date.

• Note
• • Add relevant details or context to the task's Notes section.
  • • Add hyperlinks, color code things, bullet points, numbers, and more to your task notes.

Keywords: Task, tasks, different parts of tasks, what are the parts of a task.