Adding tasks to a loop is quick and easy in 2.0!
If you have already created the loop then you will need to click on the loop name to open it and add tasks. If you still need to create a loop then click here to view those steps.
Click on the "Tasks" tab to the right of documents.
Click on the +Add button to get started adding tasks.
Note: If you applied a loop template during loop creation you may already have tasks added to your loop.
You will see two options: you can "Add Task List from Templates" or "Create Your Own Task List".
Add task list from templates - you can search and preview the task list that you would like to add to your loop. If you don’t see a task list you need then click here to follow the steps to create a task template. After selecting the task list(s) click ‘Add’.
Create your own task list - the first step to creating your own task list is to give the list a name (you can rename later) and click ‘Add’. Then you can click on the Add a Task button to create your list.
If you have already created the loop then you will need to click on the loop name to open it and add tasks. If you still need to create a loop then click here to view those steps.
Click on the "Tasks" tab to the right of documents.
Click on the pencil icon to the right of the task you want to edit.
Once you’re in editing mode you can:
Use the "Due" dropdown to select a due date
Use the "Assign to a person" dropdown to assign the task to someone in the loop.
You can also edit the name of the task.
Note: If you would like to give someone access to the entire task list you can click here to learn more about managing list access.
Click the Save button.