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.

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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.

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2. Two Ways to Start a Task

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 Global Create Task button at the top-right of the application. New Task button at the top-right of a project workspace New Task button at the top-right of the application.

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.

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3. 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.

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4. Field Reference

A task card in the centre with its people attached: one Reporter who raised it, one Assignee who owns it, many Followers who watch it, Approvers who sit on the approval instance rather than the task, and Subtasks each with their own assignee. Project or workspace members surround it, and company admins and managers sit above everything. Who does what on a task — Reporter, Assignee, Followers, and Approvers.

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5. Create the Task

1

Click Create Task

Use the single global button at the top-right.
2

Select or verify the project

For global creation, select the Project manually. Inside a Project, verify the auto-filled Project.
3

Enter task details

Complete the title, description, assignee, priority, due date and any project-specific fields.
4

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.

Watch: Creating a Task in the Video Gallery — from required fields to submission.

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6. Write a Clear Task

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7. 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

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8. Common Issues

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.