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Assigning tasks in ProperPlan
Assigning tasks in ProperPlan

How to add tasks to your plan including, how to setup recurring tasks & assigning tasks to yourself or assigning tasks to a team member

Updated over 8 months ago

Step 1 - Click ‘+ Add task’

Step 2 - Name your task

Step 3 - Click ‘Assigned to’

Step 4 - Select yourself or a team member

Step 5 - Add date

If it is not a recurring task, your assigned task is complete!

Step 6 - If it is a recurring task - click on the recurring task icon.

The repeated task icon will show as green once active

Next, click on the calendar icon and select how many times you will need to repeat the task

The repeated tasks will show as green circles on the calendar (I've added 3 dates here as example)

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