To create a Task, first of all drag the ‘Demo entries’ tab to the far-right so it can be last. You may skip to the next step if you have already done this or if there isn’t a ‘Demo entries’ tab in your version.
- The reason this step is important is because anything created in the Demo tab can be viewed publicly. We don’t want that. (The reason for this is that anything you create under a tab inherits the filter settings assigned to that tab)
- Going forward, you want to be creating any entries from the
‘All’tab.
Next, simply click the blue New button. Alternatively, you can use the greyed-out New button below the table. They serve the same function
The next step is to give your Task a Date. There are 2 ways to achieve this
-
METHOD 1: Select a date directly from the
Timeblockproperty. -
METHOD 2: Drag the Task into the Calendar nested within the
Calendar Viewtoggle within theMy Daily Taskssection.
<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> NOTE: The order of some lists might change when you add a Date because the list is set to be sorted in ascending Date order (i.e. Earliest to Latest date) or vice versa.
Another scenario where this reordering can be observed is if the sorting is set to display a list in order of, say, Owner > then Goal Type or something related.
The sorting priority can be viewed by clicking the sort button on any Table. An example from a Weekly Wins table view is shown in the toggle below:
- See image </aside>
Method 1:
Method 2:
