Create New Task
Create and manage tasks
Create and manage tasks in Plexa Dashboard to efficiently organize workloads. Follow steps to assign priorities, set due dates, and attach documents for streamlined task management.
Step By Step Guide
1. Click "Tasks" on the Plexa Dashboard
2. Click "Add New" to create a new task
3. Click and enter the "Title*" field
4. Select "Priority" from the dropdown
5. Enter task details in the "Description" field
6. Select a User to the Task in the "Assign to" dropdown
7. Enter the "Due Date" for your task
8. Use the "Drag & Drop or Browse" Option to add attachments to your task, OR attach documents from the "Use Documents Module"
10. Select an entire Folder, or Double-click the folder
11. Select the files you want to attach from within that folder
12. Click "Add Docs"
13. Click "Assign Issued Documents"
14. Click "Create"