Individual tasks allow you to add custom steps to a file and track work outside of predefined task templates.
Create a task
Open the file you want to work in
Select Tasks from the left-hand menu
Click Add New Task in the top-right corner
Select Get Started with a New Task and click Confirm
Set up the task
When the task editor opens, add the following details:
Task title
A clear name that describes the work to be completedTask phase
The phase where this task belongs in the process
Add more details (optional)
Select View Expanded Details to add supporting information, such as:
Description
Extra context for yourself or collaborators You can include text, links, and screenshotsAssignee and due date
Assign the task to a collaborator and set a deadline if needed then click Update
Publish the task
Click Publish Task
Choose where the task should appear in the list
Click Confirm and the task will be added to your task list
Remove a task
Tasks cannot be deleted. To remove a task from the list, open the task, set the status to Not Applicable, and save your changes.