Create Task
Assign work to a project member or collaborator in a few steps.
Annie
Last Update há 6 dias
Tasks are how you assign specific work to a project member or external collaborator. You can create a task from the global Tasks page or from within a Project page, which has three entry points of its own.
From the Tasks page
Use this when you want to create a task without navigating into a specific project first.
Use this when you want to create a task without navigating into a specific project first.
- Click Tasks in the left sidebar
- Click + New in the top-right corner
- Select the Project you want to create the task in
- In the Add an email or name field, type the assignee's name or email and select them from the dropdown
- Select the Task type
- Select the System type from the dropdown
- Set the Due date—see Due date options below. The form shows the exact expiry date once a preset is selected.
- Add a Description (optional)
- Click Create
From a Project page
Use this when you are already inside a project. The project is pre-selected, so you skip the project picker step. There are three ways to open the new task form from within a project:
Use this when you are already inside a project. The project is pre-selected, so you skip the project picker step. There are three ways to open the new task form from within a project:
- + New Task—blue button in the top-left of the Tasks List tab
- + New → Create Task—click the gradient + New button in the top-right corner, then select Create Task from the dropdown
- Create a task—the inline link in the empty state when no tasks exist yet
All three open the same form. Once open:
- In the Add an email or name field, type the assignee's name or email and select them from the dropdown
- Select the Task type
- Select the System type from the dropdown
- Set the Due date—see Due date options below. The form shows the exact expiry date once a preset is selected.
- Add a Description (optional)
- Click Create
What happens after creating a task
- The assignee receives an email notification
- The task status is set to Pending automatically
- The task appears under Tasks → Assigned to Me in the assignee's view
- The task is visible in the Tasks List tab of the project
Due date options
The due date controls when a task expires. Selecting a preset calculates the expiry date from the creation date and displays it in the form before you confirm.
The due date controls when a task expires. Selecting a preset calculates the expiry date from the creation date and displays it in the form before you confirm.
- 7 Days—task expires 7 days from the creation date. Use for short turnaround work that needs a prompt response.
- 30 Days—task expires 30 days from the creation date. A reasonable default for standard project deliverables.
- 60 Days—task expires 60 days from the creation date. Use for longer-running work or tasks with a soft deadline.
- No Limit—the task has no expiry date and will never move to Expired status automatically. You will need to manually mark it complete or delete it when the work is done.
- Custom—enter a number of days between 1 and 365. Use when you need a specific deadline that doesn't align with the preset options.
Note: Once a due date passes without the task being completed, the task status changes to Expired automatically. The task remains open and can still be edited, reassigned, or completed. See Tasks Overview for a full explanation of statuses.
FAQs
Can I assign a task to someone outside my team?
Yes—enter their email address in the Add an email or name field. They will receive an email notification with access to the task.
Yes—enter their email address in the Add an email or name field. They will receive an email notification with access to the task.
Can I assign a task to more than one person?
No—tasks are assigned to a single person at a time. To reassign, use Edit a Task to change the assignee.
No—tasks are assigned to a single person at a time. To reassign, use Edit a Task to change the assignee.
Can I change the due date after creating a task?
Yes—use Edit a Task to update the due date at any time, including on Expired tasks.
Yes—use Edit a Task to update the due date at any time, including on Expired tasks.
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