Where to start
Workspace → Projects & Work → Tasks → New Task
Before you begin
Sign in to the correct Proplix workspace with permission to use the relevant records. The walkthrough uses fictional demonstration records; choose the correct live record before making changes.
Follow these steps
- Choose New Task and enter a clear subject, dates and priority.
- Choose the relevant relationship and assignees. Review visibility, followers and billable status before saving.
- Reopen the saved task and keep its status, checklist and supporting files current.
- Use the available task timer or timesheet controls to record work. Stop timers when work finishes and review time entries before billing or reporting.
Check the result
Use the available task timer or timesheet controls to record work. Stop timers when work finishes and review time entries before billing or reporting.
If something does not look right
If a control or record is missing, confirm the selected workspace, record context, enabled services and your permissions. Check the saved record and its activity history before repeating an action.
Useful next steps
- Plan staff access without per-user charges
- Request a module around your workflow
- Plan a rollout your team can follow
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.