TASKGuide

Create a task

Use the Adicionar tarefa (Add task) dialog to create a routine or a one-time task with full detail: frequency, times, assignees, and reminders.

Create the task

  1. 1

    Open `Activities` and click `Adicionar tarefa` (Add task).

    The Adicionar tarefa dialog opens. For a quick one-time task in a single line, the text create bar also works.

  2. 2

    Fill in `Nome da tarefa` (task name) and `Categoria` (category).

    Both fields are required. In Categoria, pick an existing category or type a new name and select the create option — the category is created right there. Use Descrição (description) to spell out the procedure, if it helps.

  3. 3

    Set the `Responsáveis` (assignees).

    Click Selecionar responsáveis (select assignees) and check who does the task in the Selecionar técnicos (select technicians) dialog — or use Me atribuir (assign to me) to make yourself the assignee. Only members with Tasks access appear, and inactive members can't be selected; see Who can use Tasks.

  4. 4

    Choose the `Frequência` (frequency).

    Pontual (one-time) asks for a Data (date). Recorrente (recurring) asks for the Tipo de recorrência (recurrence type) — Semanal (dias da semana) (weekly) or Mensal (dias do mês) (monthly) — and the matching days.

  5. 5

    Enter the times in `Horários específicos (opcional)` (specific times, optional).

    Type the times in HH:MM format, separated by commas — for example, 08:00, 16:00. Left blank, the task counts for any time on the selected days. Entries outside the format are ignored.

  6. 6

    Check the `Próximas 3 ocorrências` (next 3 occurrences) panel.

    It shows the next dates and times calculated from what you filled in. If an expected occurrence doesn't show up, review the days and times before saving.

  7. 7

    Click `Adicionar tarefa`.

    result
    Toast "Tarefa criada com sucesso." (Task created successfully.) The task now appears in Today on the days and times it is due.
The Adicionar tarefa (Add task) dialog with the Nome da tarefa, Categoria, Descrição, and Responsáveis fields, the Pontual or Recorrente frequency, the days, the times, and the Próximas 3 ocorrências panel.
The `Adicionar tarefa` (Add task) dialog.

The default is a Monday-to-Friday routine

The form opens with Recorrente (recurring) selected and Monday through Friday checked. If you don't touch the checkboxes, you create a Mon–Fri routine without noticing. Check the Próximas 3 ocorrências (next 3 occurrences) panel before saving.

The same form includes the Notificações por e-mail (email notifications) section, which turns on the task's reminders — see Set up reminders.

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