How to Create a New Task

Let's discuss how to create a new task!

Tom Conneely avatar
Written by Tom Conneely
Updated over a week ago

In this article, we will be covering how to create a brand new task. As a reminder, a task is a single activation or shift executed by a single person — whether that’s an internal team member or partner-supplied talent.

Here are the steps to create a new task:

  1. Log into the PINATA dashboard here.

  2. Click the "Create Tasks" button in the top right corner.

  3. Select the program you want to create the task for (if you haven't already).

  4. If you have the option: select if the task will be staffed internally or by your preferred staffing partner.

  5. Enter the task title + details.

  6. Enter the date and time or enter a deadline.

  7. Select an existing location or enter a new one & save it!

  8. Add the relevant products.

  9. Select the activity for the task.

  10. Enter any additional details.

  11. Attach any relevant documents (if necessary).

Check out the video below, where we demonstrate how to create a new task on PINATA!

Pro Tip: You can quickly create multiple tasks using the button highlighted below. Select the number of task copies you would like then select Save.  

Pro Tip: You can quickly duplicate an existing task from the dashboard as well. Click the  '...' to the right of the task and select Duplicate, shown below. 

Need to edit an existing task? You can click here to learn more. 

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