Create a task

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

The quick way, and the one to use most of the time:

  1. 1Open the Opgaver tab on a project, or the task list.
  2. 2Type into Tilføj en opgave og tryk Enter…
  3. 3Press Enter.

That is it — the task exists, unassigned and undated, and can be filled in later. Capturing it in three seconds while you are talking to someone beats a perfectly-specified task you never got round to creating.

Adding the detail. Open the task and set:

  • Ansvarlig — who owes it. Left as Ikke tildelt, nobody does.
  • PrioritetHøj, Mellem or Lav.
  • Frist and Start.
  • Estimat, if you want to compare it later with Faktiske timer.
  • Kunde and Projekt, so it can be found from the record rather than only from the list.

Subtasks. Use Tilføj underopgave, or type into Tilføj en delopgave og tryk Enter… A task with subtasks shows a Fremdrift bar as they are ticked off, which is what turns "build the onboarding" from a single stuck row into something you can see moving. Drag to reorder them.

Blocked by something else. Link the dependency and the task shows Blokeret af {{count}} opgave(r), so the reason it is not moving is visible on the row instead of living in someone's head.

Your own custom fields work here too — Administrer brugerdefinerede felter on the task list. See Add a custom field.

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