This guide shows you how to:
Create a task from a project
Leave notes for your team
Notify admins with a pending task
What Is a Pending Task?
A pending task is a task that is not assigned to a specific team member.
Instead:
It notifies all admins
Any admin can claim and complete it
This is useful when:
You’re not sure who should handle it
You want the next available team member to take action
Step 1: Go to the Project Overview
Open the project
Scroll down to Notes
Step 2: Add a Note and Create a Task
Enter your note (example: follow up with customer, confirm schedule, etc.)
Click Create Task
Step 3: Leave It Unassigned
Skip selecting a team member in Assigned To
This will automatically make it a pending task
Click Submit
Step 4: Where the Task Appears
After submitting:
It will appear in the project
It will also appear on the dashboard as a pending task
How Pending Tasks Work
All admins are notified
Any admin can open the task
One person can take ownership and complete it
Key Takeaway
The flow is simple:
Add note
Click create task
Leave unassigned
Submit
This creates a shared task that your team can pick up and handle.