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Create and assign tasks

Create a task for people in your project. This is a web action. Mobile may show create when your access includes it; most field users complete work rather than create it.

Who can do this​

Users who can create tasks (you will see Create Task on the Tasks page).

Before you begin​

  • Open the project
  • Know assignees, due date, and whether report templates are required

Steps — Web​

  1. Open Tasks, then select Create Task.
  2. On Create Task / Task Details, fill in the fields you need, such as:
    • Assigned to
    • Cc recipients
    • Due date
    • Subject and Description
    • Upload (attachments)
    • Project
    • Templates (required reports)
    • Options such as Send Task or Recurring Tasks when shown
  3. Select Create task.

Edit an existing task​

To change an existing task (when permitted), open it and use Edit task, then Save task.

Other creator actions​

Other creator actions may include Pause, Resume, Remind all incomplete, Make a copy, Delete task, and Mark task completed for all.

What happens next​

Assignees see the task under Tasks To Do. Notifications may be sent based on their account notification settings.

Troubleshooting​

  • If Create Task is missing, you do not have create permission—ask an administrator.
  • If assignees do not appear, confirm they belong to the project.