Creating an Internal Task

An internal task is a task related to your company or colleagues, and not associated with a client. Examples of an internal task could include setting up a staff meeting, reserving space at a conference, making a call by COB, ordering office supplies, etc.

For a task to be internal, it must be created as a Quick Task. Click Work at the top, and in your To do tab, click Add task.

 

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Assign a task name and deadline, and leave the client field empty. Click Save task.

 

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The task will appear on your To do list, after setting the appropriate Due by filter. If the task has no subtasks, you can mark it as complete once done (or reassign or snooze).

 

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To include subtasks, click the task name to edit it.

 

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