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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.

Before you begin: A task must belong to a task project. If the project does not already exist, create the project first.

Create a Task Project

  1. Go to Tasks.
  2. Click Initiated By Me.
  3. Click Create New Project.Create Project form with name and description fields
  4. Enter the project Name.
  5. Enter an optional Description explaining the project purpose.
  6. Click Create project.

 Create Project form with name and description fields Create Project form with name and description fields

Open the Task Project Workspace

After creating the project, click on the project title to open its workspace. The workspace shows the project task list and gives you access to Table, Board, and Calendar views for tasks in that project.

 Project workspace with Create New Task button Project workspace with Create New Task button

Create a Task

    Inside the project workspace, click Create New Task.

    1. Enter the task Name.
    2. ConfirmThe Project Name will be auto-filled, if it's not click in the selectedfield Project, orto choose a different project if needed.one.Create Task form showing task name and project fields, annotated 1 and 2
    3. Open

    3. Status sets where the Statustask dropdowncurrently andstands selectin theits current phase,workflow, such as Backlog or(not started), Doing. Click(in theprogress), Review, or Done. 

    Create Task form showing Status field, annotated 3

    4. Due date click the field and select a deadline from the calendar.calendar

    Selectpicker. a

    Create Task form showing due date field, annotated 4

    Priority,5. if required.

    Use Parent Task use this field only when the newtask taskyou're creating is a subtask of an existing task. UseSelecting a parent task nests this task underneath it, so its progress rolls up into the larger task rather than standing on its own. Leave this blank if the task doesn't belong under another one.

    Create Task form showing Parent Task field, annotated 5

    6. Labels tohelp group,you distinguish,group related tasks and easily find them later through filtering. 

    Create Task form showing Labels field, annotated 6

    7. Priority sets how urgent the task is: High, Medium, or organizeLow. tasksIt byfeeds type,directly phase,into topic,the orPriority category.

    Breakdown chart on the dashboard, so managers can spot how much urgent work is on the board at a glance.

    Create Task form showing Priority field, annotated 7

    1. Enter a shortshort, optional Description explaining what needs to be done.

     Create Task form showing task name status project due date parent task assignees priority labels and description fields Create Task form showing description field, annotated 8

    Add Assignees

    1. Click the Assignees field.
    2. Select the relevant organization, if needed.
    3. Search for the user you want to assign.
    4. Click Add next to each user.
    5. Review the selected users, then click Confirm.

     Add Assignees window showing organization user search and Add button Add Assignees window showing organization user search and Add button

     Add Assignees window showing selected users and Confirm button Add Assignees window showing selected users and Confirm button

    Add Labels and Save

    Labels help distinguish tasks and make them easier to organize. You can select an existing label, such as Feature, Bug, or Enhancement, or create a new label if the option is available.

     Create Task form showing label selection

    Task

    After completing the required fields, click Create Task.

     Create Task form with assignees label description and Create Task button Create Task form with Create Task button

     Newly created task displayed in the project task list Newly created task displayed in the project task list

    Open, Edit, or Delete a Task

    • Click the task name to open the task details page.
    • Click the … icon on the task row to view additional options, such as editing or deleting the task.
    • From the task details page, you can also edit the task, add assignees, add subtasks, attach files, update progress, mark the task as complete, and view comments or activity. 

     Task details page showing edit add subtask attach files update progress and mark as complete options Task details page showing edit add subtask attach files update progress and mark as complete options

    How Task Fields Affect Dashboard Stats

    Field or Action Where it appears
    Project Contributes to Total Projects and groups related tasks together.
    Task Contributes to Total Tasks.
    Status Affects Ongoing Tasks, Completion Rate, and the Task Status Breakdown chart.
    Due Date Affects Overdue Tasks and the Tasks by Deadline chart.
    Priority Affects the Priority Breakdown chart.
    Assignees Determines who sees the task under Assigned To Me. Subtasks Help break larger tasks into smaller pieces for tracking and progress management.
    Tip: To keep dashboard statistics useful, set the task status, due date, priority, and assignees when creating the task.
    • See Navigating Tasks Dashboard to understand dashboard cards, charts, filters, and task categories.
    • See Responding to a Task to learn how assigned users open tasks and update their progress.
    • View theSee Tracking Tasks page for amore deeperdetails insighton intohow whatto youupdate canand dokeep aftertrack creatingof ayour task.tasks.
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