Creating One-Off Tasks

One-off tasks are used for individual pieces of work that do not need to be generated automatically through a recurring task schedule or Smart Task.

Creating a one-off task

How you start depends on your user role.

Staff users

Staff users will see the + Add Task button at the top of the Tasks screen.

Click + Add Task to create a new one-off task.

Owner and Admin users

Owner and Admin users can switch between the Current, Recurring and Smart views.

To create a one-off task:

• Make sure Current is selected.
• Click + Add Task.

Complete the task details and click Save.

The task will then appear in the current task list.