How to Create Tasks in Research Projects

Adding Tasks in Research Projects helps the team to define key activities, and structure the work, ensuring efficient task allocation, collaboration and clarity.

>>> This article is for Researchers and Insights Experts.

This article is about actively managed research projects and studies.

To assign tasks in your Research Project:

  1. Navigate to Conduct Research
  2. Open the project where you want to assign a task
  3. Scroll to the Tasks & Milestones section of the project
  4. Click “Add New“ button or the Plus icon
  5. From the Type dropdown, select Task
  6. Enter a title for the Task in the “Title“ field
  7. Enter start and due dates
  8. Click “Done“

The task will appear in the table within your project.

  1. Click on the space under “Responsible“ column if it is available
  2. Start typing the name of the team member
  3. Select the name of the assignee from the dropdown

The Team Member will be automatically notified that a Task has been assigned to them.

 

Insider Tips: 

  • To assign a project Task, the user needs to be either a Team Lead or a Team Member
  • Start and Due date selection will depend on the configuration set by Admin
  • The columns and their order in the milestones widget will depend on the configuration set by Admin

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