How to Create a Task List on Teamwork?

If you are planning a Demo Migration to Teamwork, it is important to create a task list first. This will help you stay organized and ensure a smooth process during the migration. To create a task list, you should add it to the project that you will be using for the Teamwork data import.

Note: You can’t map tasks unless you’ve created a task list before a Demo Migration.

To create a task list on Teamwork, follow these simple steps:

1. Click Jump to the left navigation bar and choose a project.

Teamwork Jump To

Note: Select a project you’ll use to import the source data to Teamwork.

2. Click Table to view it in table format.

Teamwork Table View

Note: In addition to creating a task list via the board view, you can also do so via the list view or Gantt view.

3. Click on the + Add Task List in the top right corner.

Teamwork Add Task List

4. Type your task list's name and select a template.

5. Click on Add Task List.

Add Task List Teamwork

Note: Optionally, you can modify the Privacy and Milestone tabs too.

Looking for more data migration details?

Let’s talk now
Was this article helpful?
— %s