How To Create Task In Workboard in Webledger

Learn how to create a task in WebLedger and manage your workflow efficiently. In this step-by-step guide, we walk you through selecting a board, adding task details, assigning users, and linking client information. Whether you're tracking work or managing deadlines, this tutorial will help you create tasks smoothly and stay organized. What you’ll learn in this video: • How to enter task name, status, and priority • How to set start and end dates • How to assign users and reviewers • How to add client details like name, fees, financial year, and due date • Final steps to save and create the task successfully Complete Tutorial Series: https://www.youtube.com/playlist?list=PLlPbODc20c-p-GfZ_OgYeodrWlbn1BHSq