Skip to main content

Add a new task to a project

Create and schedule a new task within a project, assign it to a user or agent, and set priority and effort.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Add Task dialog​

From your project workspace, select the option to add a new task; the Add Task dialog opens with empty fields ready to complete.

Open the Add Task dialog

Step 2: Enter task name and description​

Type a clear task name and a detailed description in the provided fields so collaborators understand what needs to be done.

Enter task name and description

Step 3: Set task priority, due date, and estimated hours​

Choose an appropriate priority level, select a due date, and, if known, enter the estimated hours required to complete the task.

Set task priority, due date, and estimated hours

Step 4: Add tags for categorisation​

Enter one or more tags to help group and filter tasks by topic, workflow, or other meaningful categories.

Add tags for categorisation

Step 5: Choose assignment type and assignee​

Select whether the task should be assigned to a user or an agent, then pick the specific assignee or agent configuration from the available options.

Choose assignment type and assignee

Step 6: Configure task schedule (optional)​

If this task needs scheduling, expand the schedule options and configure when and how often the task should run.

Configure task schedule (optional)

Step 7: Review details and create the task​

Check all task details, then submit the form to create the task; the dialog closes and the new task appears in your project task list.

Review details and create the task

Last updated: 2026-09-03