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.

Step 2: Enter a task name
In the "Task Name *" field, type a concise, recognisable name that clearly identifies the work to be done.

Step 3: Add a task description
In the "Description" box, provide any extra context, requirements, or notes to help assignees complete the task correctly.

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.

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Last updated: 2026-09-03