Creating a Task

You can create a new task by:

1. Navigating to the Zephyr Project Manager page in the dashboard and clicking on the QuickMenu button (the blue circular button in the top right corner of the page).
2. From the menu, click on the New Task option.
3. Enter the details in the popup window that appears and click on the Create Task button to save the task

In addition to the method outlined above, you can also create a new task from the Zephyr Project Manager > Tasks page by clicking on the New Task button, or in the project overview under the Tasks tab to create a task quickly for a certain project.

The fields for the new task are shown below:

1. Task Name: The name of the task
2. Task Description: The text description of the task to explain it in further detail
3. Project: The project that the task is assigned to or you can leave it unassigned
4. Assignee: The user that the task is assigned to or you can leave it unassigned
5. Start Date: The date that the task should start on
6. Due Date: The estimated end date for the task or the deadline
7. Custom Fields: Custom fields are only available in the Pro version and allow you to add customized data to each tasks to make them unique to your project.