Create Task
Create a new task — assign it to a project, set a due date, and delegate it to a team member.
Creating a New Task
From the Tasks page, click + Create Task to open the task creation form. Fill in the task details to create a new task and automatically assign it to an employee.
Step 1 — Basic Task Information
Task Name*
Give the task a clear, concise name that describes what needs to be done. Examples: "Review client proposal", "Fix login bug", "Write product documentation" (required).
Description
Optional: Provide detailed instructions, acceptance criteria, or additional context to help the assignee understand exactly what's needed.
Priority*
Set task priority: Low, Medium, or High (required).
Step 2 — Project & Assignment
Select Project*
Choose which project this task belongs to from the dropdown (required).
Assign To*
Select the team member responsible for completing this task (required).
Step 3 — Due Date & Status
Start Date
Optional: When should work begin on this task (optional).
Due Date*
Enter the deadline (required). This should be realistic and agreed upon.
Initial Status*
Set the initial status: Not Started, In Progress, or Completed (required).
Step 4 — Attachments (Optional)
Upload any reference files, images, or documents that help clarify the task requirements by dragging and dropping or clicking Choose Files.
Save the Task
Once all required fields are completed, click Save to create the task, or Cancel to discard the form.