Skip to main content

Define a task name and description

Use the task name and description fields to clearly define what needs to be done and add helpful context for your team.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the task form​

Open the task dialog or form where you can add or edit a task, so the Task Name and Description fields are visible.

Open the task form

Step 2: Enter the task name​

In the "Task Name *" field, type a clear, concise name that identifies the task; this field is mandatory and must not be left blank.

Enter the task name

Step 3: Add an optional description​

In the "Description" field, add any extra details or context that will help your team understand how to complete the task.

Add an optional description

Step 4: Review and confirm the details​

Check that the task name and description accurately describe the work, then continue with saving or submitting the task in the dialog.

Review and confirm the details

Last updated: 2026-09-03