Create and edit a task

Create tasks to track work, set due dates, and keep assignments organized.

Create a task

A title is the only required detail.

1. Select Tasks, then select New task.
2. Enter a Title.
3. Add optional details, such as a description, priority, due date, assignee, or checklist.
4. Select Create task.

If you leave the title blank, you’ll see Title can’t be blank.

You can also start a task from Create new > Task.

Create a task from a job

1. Open the job and go to its Tasks section.
2. Select New task.
3. Enter the task’s details, then select Create task.

The task is linked to the job. It appears in the job’s tasks and in Tasks, where it shows the job’s code and name. For more about a job’s sections, see Manage a job and its related records.

Task details

Detail	What you can do
Title	Enter a short name for the task.
Description	Enter more information about the work.
Priority	Choose Low, Medium, or High.
Due date	Choose a date, or select Clear selection to remove it.

To assign the task, see Assign a task. To add a checklist, see Task checklists.

Edit a task

1. Open the task and select the edit option. Edit task opens.
2. Change the details.
3. Select Save.

To discard your changes, select Cancel.

If you close Edit task with unsaved changes, you’ll see You have an unsaved task. Select Cancel to keep editing or Confirm to discard your changes.

Related articles

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