How to create a task

In order to create a task on AllocPSA, you must first create a client, then create a project. Once this is done you can continue.

1. Adding a New Task to a Project

Click on the 'Tasks' tab on the navigation panel

2. Click on 'New Task'

3. Enter task details

Ensure you select which project the task belongs to.

You can add information such as:

• Name of the tasks
• Status of the task
• Estimated hours (Best/Likely/Worst)

When selecting who the tasks belong to, you can either select a specific persib