Accessing the Task Feature
Website Version
Hover over the plus (+) button on the left sidebar
Click Task from the list of options.
Mobile App
Tap the plus (+) button on the right low corner.
Select Task from the options.
Choosing the Task Type
When you start creating a task, you’ll be prompted to choose between two types:
Manual Task: Create a task from scratch.
Template Task: Use a predefined template.
Note: If you're unfamiliar with task templates or how to build them, refer to the linked video or article here for a detailed walkthrough.
Filling in Task Details
Once you choose the type, you’ll be prompted to provide the following information:
Task Name: Give your task a clear, concise title.
Task Description: Add context or detailed instructions.
Due Date: Set when the task should be completed.
Project: Link the task to an existing project (optional).
Contact: Attach it to a specific contact if relevant (optional).
Assignee: Assign the task to a team member.
By default, the assignee will be the person creating the task. You can change this by selecting a different user from the dropdown menu.
Where the Task Appears
After saving, the task will:
Appear in the Tasks section on the left side sidebar
Be visible under any associated projects you've linked it to.
Quick Add from Within a Project
You can also add a task directly from within a project:
Open the Project.
Select the Task tab
Click New Task from within the project interface.
When you do this:
The Project field is auto-filled with the current project.
The Due Date defaults to today.
The Assignee defaults to the user creating the task.
Note: When creating a task within a project, an option will appear: Lock Project Until Completed; if selected, the project cannot be manually moved to a different stage by other users, only Admins can override this restriction and move the project. Additionally, the Move project step within a campaign will also override this lock, meaning that a project will still move automatically regardless of whether it is locked by a task.
Quick Add from Within a Project’s Activity Feed
You can also add a task directly from within a project’s activity feed:
Open the Project.
Activity Feed is automatically shown.
Click + to add a note and be sure to @ the user you want to send a task. If you @ more than one user, only the first will receive the task.
Task Assignment and Due Date Notifications
You can enable notifications to receive alerts whenever a task is assigned to you or when it's due.
For more details, check out this article: Account Settings: Notifications
Flexibility in Association
Tasks in ProLine are highly flexible:
Associate them with both a project and a contact.
Associate them with just one (either project or contact).
Or create standalone tasks linked only to the assignee.