How to Create a Task

Tasks live inside a project and are the main unit of work assigned to people. Creating one with a clear title, requirements, and assignees upfront saves back-and-forth later.

To create a task:

1. Open the project the task belongs to, and choose New Task.
2. Enter a title (required the short name shown in task lists) and a description (the full context and instructions for the work).
3. Optionally add a requirements checklist: individual line items the assignee needs to cover, useful when “done” has more than one part.
4. Set the priority (required signals urgency to whoever’s looking at the list) and, if relevant, start and due dates. A task’s due date can’t be later than its project’s own deadline.
5. Choose one or more assignees (the people actually responsible for doing the work). A task can be assigned to more than one person at once.
6. Optionally add followers (people who just want visibility on updates, without being on the hook for the work itself).
7. If needed, decide whether this task can later be delegated/transferred to someone else (see Delegating a Task to Someone Else).
8. Save to create the task; assignees are notified automatically.

Good to know:

• A task can optionally have deliverables (sub-items) attached right at creation, useful when the work naturally breaks into a few concrete outputs.
• New tasks start in a pending/not-started state; the assignee still needs to acknowledge it before it counts as actively in progress (see Acknowledging a Task).