Creating tasks and using My Work

My Work shows all your tasks and meetings. The Tasks tab lists each task's company or team, type, state, due date and creation date.

Create a task

1. Open My Work and select Add Task.
2. Enter a task name and set Priority and Status.
3. Under For, choose a company task or a team task, then select the company.
4. Choose who it's Assigned to, and set Due, Start and End dates.
5. Add attachments and notes. In the notes, type / for commands or { for variables.
6. Select Create Task.

Meetings

The Meetings tab lists meetings synced from your connected calendar and meeting tools.