Adding Tasks

Tasks are the building blocks of your project milestones and help break down complex deliverables into manageable work items. Adding tasks in Prosaas CRM allows you to assign specific work to team members and track progress effectively.

To add a new task, navigate to your milestone and click the "+ Add Task" button. This will open the task creation form where you can define all the necessary task details.

When creating a task, you'll need to provide the following information:

• Name and Description: Provide a clear, descriptive title and detailed explanation of what needs to be accomplished
• Assignee(s): Select the team member or members responsible for completing this task
• Start and Due Dates: Set realistic timelines for when the task should begin and be completed
• Estimated Hours: Provide an estimate of how much time this task is expected to take
• Priority: Set the task priority level (High, Medium, Low) to help with workload management
• Dependencies: If this task depends on other tasks being completed first, establish those relationships

Once you've filled in all the required information, save the task to add it to your milestone. The task will now be visible to the assigned team members and can be tracked through the project dashboard.