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Creating Tasks From Workload Chart

Overview

All users, except for collaborators, can create tasks from Workload charts they have access to unless their access role restricts it.

To assign work to users on Workload charts you can drag tasks and projects from Backlog Box. But if needed, you can also create new tasks right from the chart.

Create tasks from Workload chart

Note

You won’t be able to create new tasks on the Workload chart if grouping by project is enabled.

  1. Navigate to the relevant Workload chart.

  2. On your keyboard, press and hold:

    • Alt+Shift or Ctrl+Shift keys if you’re on Windows.

    • ⌥ + ⇧ keys if you’re on a Mac, but not using the Safari browser

    • ⌥ + ⌘ keys if you’re on Mac and using Safari.

  3. Hover your mouse over the dates for which you’d like to create a task in the row of the task's future assignee.

  4. Click and drag your mouse from the desired start date to the end date.

  5. Release your mouse.

  6. In the pop-up window that opens, enter the name of the task.

  7. Select the location where the task should be created.

    Note

    The folder, project, or space that you chose when creating a Workload chart will be set as the task's location by default.

  8. Press Enter on your keyboard or the arrow icon to the right of the name field.

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