Creating a Task

What a task is, the two ways to create one, how project selection works, what each field means and what to check before creating the task.

Document ID	TMS-UG-001	Version	1.0
Effective Date	5 August 2026	Audience	All task management system users

1. What is a Task?

A Task is the smallest unit of work assigned to one or more people. Create a task for every piece of work so that:

Work is clearly tracked and does not get missed.
Responsibility for the work is clear.
There is a history of the work performed and updates made.

2. Start from the Global Create Task Button

The application has one global Create Task button at the top-right. The same button is used from every page.

Global Create Task button at the top-right of the application.

3. Two Ways to Create a Task

How you create the task	What happens
Create globally (From My Tasks, Recent, etc.)	The task form opens without a project selected. Select the relevant Project manually.
Create from inside a Project	The task form opens with the current Project automatically filled. Verify the Project before creating the task.

The same Create Task button is used in both methods. The main difference is Project selection: for global creation, select the Project manually; when creating from inside a Project, the Project is auto-filled.

4. Global Task Creation Example

When creating a task globally, select the relevant Project before completing the remaining task details. Global task creation form showing the Project field to be selected manually

Global task creation form showing the Project field to be selected manually

Global task creation form - select the Project manually.

5. Create New Task Form

Complete the form shown below. Fields marked with an asterisk (*) are mandatory in the application. Create New Task form with all available fields

Create New Task form.

6. Field Reference

Field	What to enter or verify
Assignee	Select the person responsible for completing the task.
Task Title*	Enter a short, clear and action-based title.
Description	Add the objective, instructions, expected output, dependencies and completion criteria. Can also add screenshots, tables or attach files here.
Project*	For global creation, select it manually. Inside a Project, verify the auto-filled Project.
Task Type	Select the applicable task category or workflow.
Requirement Type	Select the relevant requirement source or category, such as Internal, Customer, or Quality.
Priority*	Choose the urgency based on business impact.
Reporter	Verify the person who raised or reported the task.
Followers	Add people who need visibility and notifications but do not own completion.
Start Date	Select the planned start date when required.
Due Date*	Select a realistic completion date and time.
Approval Line	Choose None, Reporter Approval or a Direct Approver, as applicable.
Escalation Policy	Select an available escalation rule where configured.
Attachments	Upload relevant supporting files. The displayed limit is 10 MB per file.

7. Create the Task

Click Create Task

Use the single global button at the top-right.

Select or verify the project

For global creation, select the Project manually. Inside a Project, verify the auto-filled Project.

Enter task details

Complete the title, description, assignee, priority, due date and any project-specific fields.

Review and submit

Confirm the information and click Create Task.

Best practice

A user who reads only the title and description should understand what must be done, who owns it and what completed work should look like.

8. Write a Clear Task

Use	Example
Clear title	Validate corrected TPA health-card data
Avoid vague title	Check data
Objective	Validate employee and dependent health-card details received from the TPA.
Expected output	Updated validation tracker with mismatches highlighted.
Completion criteria	All records checked and unresolved cases shared with the project lead.

9. Before You Click Create Task

The correct project is selected
The task has a clear owner
The title explains the required action
The description provides enough context
The priority and due date are appropriate
Required followers, approval and attachments are included

10. Common Issues

Issue	What to do
Project is blank during global creation	Select the relevant Project manually.
Wrong project is displayed	Confirm that you are inside the correct project, or change the project if the field is editable.
Escalation policy is unavailable	The policy must first be configured in Project Settings → Workflows.
Attachment is not accepted	Confirm that the file is within the displayed 10 MB per-file limit.

A user who reads only the title and description should understand what must be done, who owns it and what completed work should look like.

Get Started

User Guides

1. What is a Task?

2. Start from the Global Create Task Button

3. Two Ways to Create a Task

4. Global Task Creation Example

5. Create New Task Form

6. Field Reference

7. Create the Task

8. Write a Clear Task

9. Before You Click Create Task

10. Common Issues

​1. What is a Task?

​2. Start from the Global Create Task Button

​3. Two Ways to Create a Task

​4. Global Task Creation Example

​5. Create New Task Form

​6. Field Reference

​7. Create the Task

​8. Write a Clear Task

​9. Before You Click Create Task

​10. Common Issues

1. What is a Task?

2. Start from the Global Create Task Button

3. Two Ways to Create a Task

4. Global Task Creation Example

5. Create New Task Form

6. Field Reference

7. Create the Task

8. Write a Clear Task

9. Before You Click Create Task

10. Common Issues