# Creating and Assigning Tasks

Use **Initiated By Me** to create task projects, add tasks, assign users, and organize work with due dates, priorities, labels, and subtasks.

<table id="bkmrk-before-you-begin%3A-a-" style="width: 100%; background-color: #eef4fb; border-left: 3px solid #185fa5; border-radius: 4px; border-collapse: collapse; margin: 0 0 24px;"><tbody><tr><td style="padding: 10px 14px; font-size: 12px; color: #555; line-height: 1.65;">**Before you begin:** A task must belong to a task project. If the project does not already exist, create the project first.</td></tr></tbody></table>

### Create a Task Project

1. Go to **Tasks**.
2. Click **Initiated By Me**. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/z6vimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/z6vimage.png)
3. Click **Create New Project**. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/dwdimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/dwdimage.png)
4. Enter the project **Name** and an optional **Description**.
5. Click **Create project**. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/R2timage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/R2timage.png)

---

### Create a Task

1. Click the project title to open its workspace. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/po4image.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/po4image.png)
2. Click **Create New Task**. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/8HCimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/8HCimage.png)

**3. Name and Status** — enter the task name, and set its **Status** (such as Backlog, Doing, Review, or Done) to reflect where it stands in the workflow.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/VMtimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/VMtimage.png)

**4. Project and Due date** — the Project field auto-fills based on where you created the task; change it if needed. Click the Due date field to select a deadline from the calendar.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/piTimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/piTimage.png)

<p class="callout info">Only fields with the red asterisk beside their name are mandatory. This means all fields after project are optional.</p>

**Parent Task** is available in the same form, but only needs to be set when the task you're creating is a subtask of an existing one. Leave this field blank otherwise.

**5. Assignees** — click the Assignees field to open the Add Assignees window.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/2qIimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/2qIimage.png)

- **5.1** Select the organization.
- **5.2** Search for the user.
- **5.3** Click **Add** next to their name. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/NgXimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/NgXimage.png)

Review the selected users, then click **Confirm**.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/gT7image.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/gT7image.png)

**6. Priority** sets how urgent the task is: High, Medium, or Low. It feeds into the Priority Breakdown chart on the dashboard.

**7. Labels** help you group related tasks and find them later through filtering. Select an existing label or click **Create new label** to add one.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/Bbhimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/Bbhimage.png)

**8. Description** — enter an optional description explaining what needs to be done.

Once finished, click **Create Task** (9).

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/2Xgimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/2Xgimage.png)

---

### Open, Edit, or Delete a Task

- Click the **…** icon on the task row to view additional options, such as editing or deleting the task, only visible to the task creator. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/eJrimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/eJrimage.png)

---

### Importing Tasks in Bulk

Use **Bulk Task Upload** to create multiple tasks at once from an Excel file. This is useful when you already have a list of existing tasks and want to add them to GSAS without entering each one manually.

##### 1. Open Bulk Task Upload

- Go to **Tasks &gt;** **Initiated By Me** &gt; **Bulk Task Upload**.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/FYqimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/FYqimage.png)

2\. Import Excel File

- In the **Import Tasks in Bulk** window, click **Click to browse.**[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/u63image.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/u63image.png)
- Select the Excel file that contains the tasks you want to import and click **Start Import.** Ensure the file includes the required columns: Task Name, Task Status, Due Date (yyyy-mm-dd), Priority, Label, and Description. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/abQimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/abQimage.png)
- Confirm that the tasks were imported successfully. The import summary displays the number of processed rows and successfully created tasks. If any tasks could not be imported, the **Failure Report** lists the affected row and the reason for the failure. Review the details, then click Done to complete the process or close the pop up and retry. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/VF7image.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/VF7image.png)

<span style="color: rgb(0, 0, 0);">4. Review the imported tasks</span>

After the import is complete, GSAS creates a project using the Excel filename and lists the imported tasks inside it. Open the project to view the tasks.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/5FWimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/5FWimage.png)

<span style="color: rgb(0, 0, 0);">5. Manage imported tasks</span>

- Select one or more tasks using the checkboxes
- Click **Assign Selected** to assign multiple tasks to users at a time or **Delete Selected** to remove multiple tasks.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/BiFimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/BiFimage.png)

---

### How Task Fields Affect Dashboard Stats

<table id="bkmrk-field-or-action-wher" style="width: 100%; border-collapse: collapse; margin-bottom: 24px;"><thead><tr><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Field or Action</th><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Where it appears</th></tr></thead><tbody><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Project**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Contributes to **Total Projects** and groups related tasks together.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Task**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Contributes to **Total Tasks**.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Status**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Affects **Ongoing Tasks**, **Completion Rate**, and the **Task Status Breakdown** chart.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Due Date**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Affects **Overdue Tasks** and the **Tasks by Deadline** chart.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Priority**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Affects the **Priority Breakdown** chart.</td></tr></tbody></table>

<table id="bkmrk-tip%3A-to-keep-dashboa" style="width: 100%; background-color: #eef4fb; border-left: 3px solid #185fa5; border-radius: 4px; border-collapse: collapse; margin: 20px 0 24px;"><tbody><tr><td style="padding: 10px 14px; font-size: 12px; color: #555; line-height: 1.65;">**Tip:** To keep dashboard statistics useful, set the task status, due date and priority when creating the task.</td></tr></tbody></table>

---

### Related Pages

- See [**Navigating Tasks**](https://docs.smartadmin.rw/link/46#bkmrk-page-title) to understand dashboard cards, charts, filters, and task categories.
- See [**Responding to and Tracking Tasks**](https://docs.smartadmin.rw/link/44#bkmrk-page-title) to learn how you can keep track of the tasks you assign and how assigned users update task progress.