Create a task

The task drawer is where every task is created and edited. It opens from My Tasks, a project's Tasks tab and the calendar.

Before you start

• To add a task to a project from its Tasks tab you need permission to edit projects (admins and managers by default). Members can create project tasks from My Tasks.
• A project task must go in a phase. If the project has no phases yet, add them in the project's Settings › Schedule.

Steps

1. In the sidebar, click My Tasks, then New task. Or on a project's Tasks tab, click New task, or + at the top of a phase column.
2. Type a name in Task name….
3. Click Project and pick a project, or No project.
4. Click Phase and pick one. This is required once a project is set.
5. Set Status, Priority, Start date and Due date as needed.
6. Under Assignees, click Add and pick the people doing the work.
7. Add any notes under Description, and checklist items under Subtasks.
8. Click Create task.

What happens next

• The task appears on the board.
• You are added as an assignee.
• Each assignee gets an in-app notification that they have been assigned. There is no email.
• Billable starts at your studio's default.
• The task's Activity tab records "created this task".

Good to know

• Task names can be up to 60 characters.
• The due date can't be before the start date. Both can be the same day.
• A task needs both a start date and a due date to show on the calendar.
• Only people on the task's project are kept as assignees.
• Once anyone logs time on a task, only managers and admins can change its dates and Target time.
• Cancel, Esc or clicking outside the drawer closes it without saving.
• Comments and Activity become available once the task is saved.