How to Create Tasks in Research Projects

Adding tasks to Research Projects helps the team define key activities, structure the work, and ensure 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. Open the project where you want to assign a task

  2. Stay in the “Task & Team“ tab

  3. Navigate to the Project Tasks section

 
o1.png
  1. Click on the Plus icon f2.png in the top right corner of the table

If it is your first task or milestone, click “Add New“ button in the center of the table.

A new window will pop up.

  1. From the “Type” dropdown, select Task

  2. Enter a title for the Task

  3. Enter description, if needed

  4. Enter start and due dates

  5. Select a responsible person by typing a team member's name and choosing them from the dropdown

  6. Click “Done“ in the top right corner of the window

The task will appear in the table within your project.

The responsible 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 tasks and milestones widget will depend on the configuration set by Admin

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