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How to Create and Assign a Task

Tasks are the building blocks of every project. Creating and assigning tasks ensures responsibilities are clear, deadlines are tracked, and work stays on schedule.

Step-by-Step Guide

Step 1 — Log In

  • Go to [projects.forgemarketing.com] or open the project management app.
  • Sign in with your Forge Marketing email and password.

Step 2 — Open the Project Workspace

  • From your dashboard, click the relevant Workspace.
  • Navigate to the Board or Task List where the new task should be added.

Step 3 — Create a Task

  • Click “+ New Task” (or Add Item, depending on the tool).
  • Enter a clear task name, e.g., “Design Q4 Campaign Banner” or “Draft Client Newsletter Copy.”
  • Add a description with key details or instructions.

Step 4 — Add Key Details

  • Deadline / Due Date — select a realistic completion date.
  • Priority — choose (High / Medium / Low).
  • Tags / Labels — e.g., Design, Copywriting, Social Media.
  • Files — upload relevant documents or briefs if needed.

Step 5 — Assign the Task

  • In the Assignee field, select the team member responsible.
  • Multiple people can be tagged for collaboration, but always assign one owner.
  • Confirm the assignee has received a notification.

Step 6 — Save & Notify

  • Click Save Task (or Create).
  • The assignee will receive a notification in the project tool and by email (if enabled).

Best Practices

  • Keep task names short and action-oriented (“Write Social Copy” instead of “Social Media Work”).
  • Use the description field to avoid confusion about scope.
  • Always assign deadlines to prevent tasks from being overlooked.
  • Review tasks during weekly stand-ups to ensure accountability.

Support

For questions about task setup or assignment:

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