You can add tasks to templates or schedules. If you create a task in a template, you assign the start and end date as days before or after Day Zero. If you create a task in a schedule, you select calendar dates for the start and end dates.
You can group tasks under parent tasks to provide a simpler view of the close process. After viewing upper-level parent tasks, you can then drill into the underlying tasks. Child tasks of parent tasks may have different owners than the parent task.
You can create a task using any of these methods:
From the toolbar, select File, New, Task or click the New icon, then Task.
Drag and drop the Task Type onto a template or schedule in a view.
Right-click on a task and select New.
Right-click on a day/date and select New.
