![]() ![]() Select an intake source by clicking on the drop down menu on the intake card. From other apps: Authorize another app to add tasks to this project.Task Templates: Create a template to easily standardize tasks.Form Submission: Create a Form that turns submissions into tasks.Note that anyone with access to the project can also add tasks manually. You can choose multiple intake sources or none. ![]() “The ability to customize your workspace is the ability to work easier,” he said.In Workflow Builder you can choose how tasks will be added to your project. ![]() And he said the new home page gives users more flexibility as their work changes. With Universal Reporting focused on results, Kurtzman said, it becomes valuable to the average worker, not just to managers and executives.
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