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      [LIVE] Adding and Removing Tasks from Projects

      December 19, 2022: Adding and Removing Tasks from Projects

      Note: This functionality only applies to Tasks that are in projects, or that you wish to be in projects. 


      Adding a Task to Current and Future Recurrences of a Project:
      When you create a task, you now have the option to associate it to a project. 
      If you want a task to recur every month with the same project, select “Current and any future project occurrences.”

      Release-Notes-Adding-a-Task-to-Current-and-Future-Recurrences-of-a-Project

      Adding a Task to the current occurrence of a Project Only:
      If you want to add a task to a project for the current month only, select “Current project occurrence only.” 

      Note: This will be your only option for Password Manager Credential Request and Smart Connect Connection tasks, as these never need to recur on a monthly basis.Release-Notes-Delete-a-Task-from-a-Project


      Delete a Task from a Project:
      If you want to delete a task that’s been assigned in a project, you have two options: 

      • Delete it only from the current project

      • Delete it from the current project and any future occurrences. 

      Release-Notes-Delete-a-Task-from-a-Project2