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Create a new task or milestone from the Standard Item form

Use the Standard Item form to quickly create a new task or milestone and return its details for immediate follow-up.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Standard Item form​

From your project workspace, open the Standard Item form from the "New item" dropdown to start creating a new task or milestone.

Open the Standard Item form

Step 2: Enter a clear title for your new item​

In the Title field, type a concise name for your new task or milestone so it is easy to recognise in lists and notifications.

Enter a clear title for your new item

Step 3: Confirm the item type​

Check that the item type (task or milestone) shown in the form matches what you want to create, as this controls how the new item is handled in the project.

Confirm the item type

Step 4: Create the item​

Select the "Create Item" button to save your new task or milestone to the project.

Create the item

Step 5: Use the created item reference​

After creation, the system returns the new item’s ID and title so the calling screen can offer to open it immediately or highlight it in the list.

Use the created item reference

Last updated: 2026-08-18