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Add a Task to a Project

It’s simple. When you create a task, select the project you want to add it to.

You have the option of adding it as a one-time occurrence or making it recur in future instances of the project. 

  • If you want to add a task to a project for the current month only, select “Current project occurrence only.”
  • If you want a task to recur every month with the same project, select “Current and any future project occurrences.”

How-do-I-add-a-task-to-a-project

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.