Adding and Removing Tasks

Creating Custom Tasks In The Workbook 

• Open the Workbook tab inside a project. 
• Locate the list where you want to add a custom task and select the list. 
• Scroll to the bottom of a section inside a list or the bottom of a list and pick "Create New Task". 
• Fill in the name of the task. 
• Open it to assign someone and set a due date. 
• Use the circle with a check mark on the left side of the task to mark it "complete". 

Deleting Tasks in the Workbook 

• Open the Workbook inside a project where you want to delete a task. 
• Click the appropriate task list and navigate to the task you wish to delete. 
• Click on the task to open the slide out. 
• Click "Delete"