Create a task

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• In your Buildpeer account, go to the project overview and select the project you want to enter.
  
  
• In the left sidebar, click on the section 'Modules', and then click on the module 'Tasks'.
• To begin the process, click on the + Add which is located in the upper right corner of the screen. This will take you to the form to create a new task.
  
  
• A card will open with the fields you must complete. Here's how to fill out each one so you can complete the task correctly:

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📝 'Create Task' form

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1. Title: fill in this field with the name of the task you want to create.
2. Date of delivery: complete this field with the deadline that those assigned to complete this new task have.
3. Assigned: choose the name of those people who will be responsible for carrying out the task you are creating. They will be responsible for initiating the task.
4. State: in this field, you can choose between two options: “Open” or “Draft”. The “Open” option is so that once the task is published, assignees can immediately see the created task. The “Draft” option is chosen when you do not “finish” creating a task, so the user can return to finish detailing the task before officially publishing it, and change the status to “Open”. When a task is in “Draft”, only the creator user can view that task.
5. Privacy: in this field you can modify the privacy of the task, that is, you can allow users who you want to have access to view the task. When the privacy option is activated, only those users that are selected will be able to view the task.
6. Description: complete this field with the description of the task you require.
7. Archives: in this field you can upload different types of files that are necessary to fulfill the task, or files that complement the task. (Word, Excel, Power Point, PDF, photos)
8. Distribution list: select the users that will be part of the distribution list. These users will be able to view the task, but they will not be able to interact with it. This field is useful for keeping those who are not in charge of carrying out the task informed.
9. Subtasks: in this field you can create a list of subtasks for your task. You can introduce smaller activities that are necessary for the overall accomplishment of the task. The assignee will have a checklist in which they can check out the subtasks they are carrying out, and thus they can see the percentage of progress of the task.
10. Category: in this field you can select the category of your task. You can select the categories that best suit your task, for example: quality, costs, engineering, security, housing, deliveries, etc.
11. Priority: assign a priority level to your task, choosing between high, medium or low. This will help assigned users understand the urgency with which they must approach the task and organize their activities accordingly.
12. Location: select a location for the task, choosing from the registered locations or adding a new one if necessary.

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✏️ Required fields for creating a task

• Title
• Date of Delivery
• Assigned
• Description

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• To finish, click on the ✅ button Create which is located at the top right of the screen.
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