Add a Task and Note
To add a Task:
- Open a project and tap or click +
- Select new Task in the Popup menu
- Enter a Task name and due date
- Set the Owner: tasks can be assigned to one or more Users in your Upvise account.
To add a Note:
- Open a project and tap or click +
- Select new Note in the Popup menu
- Enter the text of the Note and tap the tick or click Save
Tasks and Notes appear in the Activity section of the Project view screen.
N.B.: you can also add a Job or an Event to a Project. See
Activity.
