Create and edit a task

Create tasks, set their details, and update them as work changes.

Create a task

1. Open Tasks and start a new task.
2. Enter a title.
3. Add optional details, such as a description, priority, due date, assignee, and checklist.
4. Save the task.

A title is the only required detail.

Note: If you close a new task without saving, select Keep working to continue or Discard to leave without creating it.

You can also start a task from a job. The task is linked to that job. See Manage a job and its related records.

Set a task’s details

Detail	What you can do
Title	Enter a short name for the task.
Description	Enter more information.
Priority	Choose High, Medium, or Low, or clear the priority.
Due date	Choose a date, or clear the due date.

To add checklist items, see Task checklists.

Edit a task

1. Open the task.
2. Update the title, description, priority, or due date.
3. Save your changes.

Assign a task

1. Open the task and select an assignee.
2. Search for a user, or select yourself.
3. Save your changes.

Related articles

• Task checklists
• Complete and reopen a task
• Find and filter tasks
• Duplicate a task
• Manage a job and its related records