How to Create a Task
Tasks help you track and manage work items within your workspace. Assign tasks to team members, set deadlines, and monitor progress.
Step 1: Navigate to Tasks
Click "Tasks" in the sidebar, then click "New Task".
Step 2: Fill in Task Details
- Title (required) — A clear, concise task name.
- Description — Detailed description of what needs to be done.
- Client (optional) — Link to a specific client.
- Project (optional) — Associate with a project.
- Assigned To — Workspace member responsible for the task.
- Priority — Low, Medium, High, or Urgent.
- Status — To Do, In Progress, Review, Completed.
- Due Date — When the task should be completed.
Step 3: Save
Click "Create Task". The task is created and the assigned member receives a notification.
💡 Tip:
For repeating tasks, consider using recurring tasks to auto-create them on a schedule.