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Add a task, assign it and set a due date

Break the project into tasks, each with a stage, priority, dates and the people doing the work.

Before you start: The project must be open — completed and archived projects are read-only.

1Open the project and choose Add task

Go to PMS → Projects and open the project. Choose Add task at the top right, or Add task at the bottom of any column on the board.

Scalar360 screen: Open the project and choose Add task — Numbered outlines show what to click, in order.

2Give the task a title and stage

Type a Task title — it's required. Choose the Stage the task starts in; the list follows this project's workflow.

Scalar360 screen: Give the task a title and stage — Numbered outlines show what to click, in order.

3Set the priority and dates

Choose a Priority from Low to Urgent, then the Start date and Due date. Tasks past their due date show in red and count as overdue on the dashboard.

Scalar360 screen: Set the priority and dates — Numbered outlines show what to click, in order.

4Assign people and add a description

Under Assignees, click each team member who should work on the task — you can pick up to 50. Add any context, links or acceptance criteria in Description.

Scalar360 screen: Assign people and add a description — Numbered outlines show what to click, in order.

5Save the task

Choose Save task. The task appears in its stage on the board with a reference such as PRJ-0001-8, and shows up in each assignee's My Tasks.

Scalar360 screen: Save the task — Numbered outlines show what to click, in order.

Use checklists, comments and files on a taskKeep the smaller steps, the discussion and the supporting files with the task, and follow its history.Work on the board and listMove tasks through the stages on the board, switch to a sortable list, filter the work and shape the stages to fit how your team works.See your tasks across all projectsBring every open task assigned to you into one list, grouped by how urgent it is.

Still stuck? Contact our support team — or start a free trial to try this in your own company.