How To Create A Task
Noah Parker22 Jul 2026
Create a task whenever you need to assign work, report an issue, track progress, or organize project activities. Every task belongs to a project, so you must open the appropriate project before creating one.
Following the steps below ensures your teammates have all the information they need to complete the work without unnecessary follow-up.
Before You Begin
Before creating a task, make sure you have:
Access to the project where the task should be created.
A clear and descriptive task title.
The task requirements or supporting information.
An assignee and due date, if applicable.
Note
If you cannot access the project or create tasks, your workspace administrator may need to grant the required permissions.
Create A New Task
Step 1: Open The Projects Module
From the left navigation menu, click Projects.
The Projects page displays all projects you have permission to access.
Step 2: Open The Project
Select the project where you want to create the task.
Once selected, the project board opens and displays its task workflow, such as:
To Do
In Progress
Completed
If you do not see the project, verify that you have access or contact your administrator.
Step 3: Click New Task
Click the New Task button in the upper-left corner of the project board.
The Create Task window opens, where you can enter all task information.
Complete Each Task Field
A well-written task reduces confusion and makes collaboration easier.
Task Title (Required)
Enter a short, descriptive title that explains the work.
Good Examples
Write Payroll Compliance Guide
Fix Employee Login Issue
Design Landing Page Banner
Review HR Policy Document
Avoid Titles Like
Task
Update
Test
Work
Choose a title that someone can understand without opening the task.
Description
Describe exactly what needs to be completed.
A complete description helps teammates start work without asking for additional clarification.
Consider including:
Objective
Requirements
Expected outcome
Reference links
Images or attachments
Acceptance criteria
Important notes
Tip
Focus on the expected outcome rather than simply describing the activity.
Status (Required)
Select the task's current stage.
Available options may include:
To Do
In Progress
Completed
Choose the status that best represents the current state of the task.
Priority (Required)
Set the urgency of the task.
Typical options include:
Low
Medium
High
Reserve High priority for work that requires immediate attention.
Assignee
Select the team member responsible for completing the task.
If you leave this field empty, the task is created as Unassigned and can be assigned later.
Reporter
The reporter is the person who creates or reports the task.
In most cases, your account is selected automatically.
Due Date
Select the expected completion date.
Adding a due date helps your team:
Plan workloads
Prioritize work
Monitor deadlines
Reduce overdue tasks
Choose a realistic deadline based on the task complexity.
Save The Task
After completing all required fields:
Review the information.
Verify the assignee, priority, and due date.
Click Create.
The task is immediately added to the selected project and appears under the status you selected.
Verify Your Task
After creating the task, confirm that:
The task appears on the project board.
The title is correct.
The assignee is correct.
The status matches the intended workflow.
The due date is accurate.
All required files or links are attached.
Making small corrections immediately prevents confusion later.
Best Practices
Create tasks that are easy for teammates to understand.
Follow these recommendations:
Use clear, action-oriented titles.
Include enough context for someone unfamiliar with the work.
Attach screenshots or documents whenever necessary.
Define the expected result.
Create separate tasks for unrelated work.
Assign the task to the correct person.
Set realistic due dates.
Choose the appropriate priority level.
Well-structured tasks improve collaboration and reduce unnecessary communication.
Troubleshooting
I Cannot See The New Task Button
Possible reasons include:
You do not have permission to create tasks.
The project is archived.
Your access role is read-only.
Contact your workspace administrator if you believe you should have access.
The Create Button Is Disabled
Verify that:
The Task Title is completed.
A Status is selected.
A Priority is selected.
The Reporter field is populated.
After completing all required fields, the Create button becomes available.
I Cannot Find My Project
If your project is missing:
Use the search bar.
Confirm that the project has not been archived.
Verify that you have access to the project.
I Forgot To Assign The Task
No problem.
Open the task after creation and assign it to the appropriate team member.
Frequently Asked Questions
Can I Create A Task Without An Assignee?
Yes. Leave the Assignee field empty. The task will be created as Unassigned until someone is assigned later.
Can I Edit A Task After Creating It?
Yes. You can update the task title, description, assignee, priority, status, and due date at any time if your permissions allow it.
Where Will My Task Appear?
Your task appears immediately inside the selected project under the status column you chose, such as To Do or In Progress.
What Happens If I Select The Wrong Status?
You can edit the task later and move it to the correct status.
Why Should I Add A Detailed Description?
A detailed description helps teammates understand the work, reduces follow-up questions, and keeps projects moving without delays.
Need More Help?
If you cannot create a task after following this guide, verify your project access and permissions first. If the issue continues, contact your workspace administrator for further assistance.