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Set a task name and description

Add a clear name and optional description so team members understand what each task involves.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the task form

Navigate to the task creation or editing dialog where you can update the task details.

Open the task form

Step 2: Enter a task name

In the "Task Name *" field, type a concise, recognisable name that clearly identifies the work to be done.

Enter a task name

Step 3: Add a task description

In the "Description" box, provide any extra context, requirements, or notes to help assignees complete the task correctly.

Add a task description

Step 4: Review and continue

Check that the task name is required and correctly entered, then continue with the rest of the task form or save your changes.

Review and continue


Last updated: 2026-09-03