create project task from portal

1.From your 'My account' dashboard, click on the Tasks block to view and manage tasks related to your projects.

2.On the Tasks list page, click the Create button located above the list of tasks.

3.A 'Task Name' pop-up window will appear. Enter the task Name, select the relevant Project, set a Date, provide a Description, and attach any relevant files using the Upload button. Click Save when finished.

4.Once saved, the page will refresh, and you will see your newly created task (e.g., "Demo") listed under the appropriate project section.

5.To download a record of your tasks, click the Export Task button located at the top right corner of the Tasks page.

6.In the 'Export Task' pop-up, select the Start Date and End Date to filter the tasks you want to include in the report, then click the Export button.

7.The system will generate and download an Excel file titled 'PROJECT TASK REPORT'. This spreadsheet contains all the filtered tasks neatly organized by project, including details like Assignee, Stage, Create Date, Deadline, Priority, and Tags.