This method will come in handy if you want to enter more details for the task right away – like a description, or add your own custom field.
Click the blue “New task” button and a window for creating a new task will appear.
As you can see, you can enter a wide range of information for the task. For example, assign a solver, contact, priority, or place it in a project.
You can also instantly assign a document or fill in some of your (user-defined) custom fields. We focus on custom fields HERE.
Use this method when you want to add tasks quickly, for example several at once, and without more detailed info.
Just click the dropdown on the blue button and select “Add tasks”. This will show you a table for filling out task info.
As you can see, this is more about a quick entry – e.g. a short task description, assignee, deadline.
By clicking “+” you can immediately create another task and then save more tasks at once.
By clicking the “checkmark” you'll create the tasks in the table.
By clicking the “x” you’ll close the table, but the filled-in tasks will stay in it until you log out next time.
