How to create a task

Last updated: 2025-02-19
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As a manager, you have multiple options in the system for where and how to create a task. Choose the one that best suits your work:

  1. From the task list – create a new task directly from the task list.
  2. From an item – the task is automatically linked to the selected item, such as a project, asset, or customer.
  3. Directly from a meeting minute – if you're creating a meeting minutes, you can add a task to it right away.

1. Creating a Task from the Task List

Creating a task from the Task List is the most common method. To do this:

  1. Go to "Tasks" in the left menu.
  2. Click the blue "+ New Task" button.

This creates a new task that is not linked to any specific item (e.g., a project or contract). If you have multiple tasks and want to keep things organized, you can link the task to a related item by clicking "Connect task to item" in the task’s top bar.

How to set up your task:

  • Give it a clear name – so it's easy to recognize later.
  • Describe what needs to be done – provide details.
  • Assign a responsible person – choose who will complete the task.
  • Add followers – people who should stay informed.
  • Set a due date – to keep track of deadlines.
  • Attach files – such as screenshots or documents.

For more details on using tasks, check this article

create task

2. Creating a Task Linked to a Specific Item

This way is useful when you want to attach a task directly to an item, such as a contract you’re working on, a computer that needs servicing, or any other record. Tasks created this way are automatically linked to the selected item, making them easy to find later.

How to create a task linked to an item:

  1. Open the item in an Organizer (e.g., a project, employee, property, or company).
  2. Go to the Tasks tab and create a new task.
create task from item

3. Creating a Task from Meeting Minutes

You can quickly create a task directly from Meeting Minutes by clicking the "+ New Task" icon.

How to do it:

  1. Open Meeting Minute
  2. Click "+ New Task" in the Meeting Minutes.
  3. Enter:
    • Task name
    • Responsible person
    • Due date (optional)
  4. You will automatically be added as a follower to stay updated.
  5. Click "Save" – the task is created and linked to the Meeting Minutes.

You can manage this task just like any other, tracking progress and making updates as needed.

tasks in meeting minutes