Create a task

Why use it

Project to-dos scattered across sticky notes, emails and people's heads get missed, and nobody knows who was meant to chase the vendor. A task puts the work, its owner and its deadline on the project, so the whole team can see what is next and what is late.

When to use it

• Follow-ups after a meeting. One task per action, each with an owner.
• Work that depends on something else. Link it to the task that must be done first, so it shows as blocked until then.
• Bigger jobs. Break a task such as Kitchen lighting into subtasks for each fixture.

For notes with no owner or deadline, use a project note instead.

Before you start

• Project tasks must be on for your firm. Anyone on the team can create tasks.
• The project must be active or on hold. Tasks on archived, cancelled or completed projects are read-only.
• Open the project, then choose View all on its Tasks card.

Steps

1. 1

Try it: guided demo

1. On the project's tasks page, choose Add task.
2. Enter a Title, for example Confirm pendant lead time, and optional Context such as Kitchen island.
3. Set the Status, Priority, Owner and Deadline. All are optional; status starts at To do.
4. Choose Create task. It appears in the list under its status.
5. Open a task, type a Subtask title under Actionable items, and choose + to add it.
6. Under Dependency, choose Add dependency to link a task that must be done first.
7. Add notes or edit details, then choose Save changes.

What happens next

• The task appears in the list or on the board, under the current view and grouping.
• The owner can find it under My tasks.
• A task with an unfinished dependency or a blocker shows as blocked and can't be marked done until that is resolved. A task with open subtasks can't be completed until they are done.
• Changes to the task are recorded in its Activity.

Limits

Troubleshooting

• Task title is required.: enter a title before choosing Create task.
• That dependency would create a cycle.: the task you picked already depends on this one. Choose a different task.
• This task changed in another session. Refresh and try again.: a teammate edited it at the same time. Reload the task and make your change again.