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Create a task

Editorial illustration of a new task card being added to a process stage.

Create a task when you need a new item of work based on one of your agency’s process definitions. The selected Process Type determines which fields are required.

Who this is for

Section titled “Who this is for”

Agency team members who create task work. Requires Create Processes. Without it, New Task does not appear.

Before you begin

Section titled “Before you begin”
  • Open Tasks ( /tasks/active (opens in new tab) ).
  • Confirm the process type you need is active and available to you.
  • If that process requires a client, identify the client before you start.

Create the task

Section titled “Create the task”

  1. Select New Task.

  2. Select the required Process Type.

  3. Complete Client:

    • A red asterisk means the selected process requires a client.
    • Client (Optional) can be left empty.

  4. Set Due Date when needed. The form marks it optional unless the selected process requires it.

  5. Complete every process field marked with a red asterisk.

  6. Leave Redirect to edit upon save on when you want to open the new task immediately.

  7. Select Create Task.

    Create New Task form for Monthly Retainer with required client, period, and work requested fields
    View full size

The process type can add different fields to this form. Required fields such as a title come from the process definition you choose.

Assign the current stage

Section titled “Assign the current stage”

Task creation and assignment are separate steps in this view.

  1. Open the new task. If Redirect to edit upon save was on, it opens automatically.
  2. In the right panel, find Assigned under Stage.
  3. Select Assigned and choose the team member or members responsible for the current stage.
  4. Close the picker to return to the task.

The users available for assignment can depend on the process, stage, department, and your access.

Expected result

Section titled “Expected result”
  • The task appears under the selected process type and in every Tasks queue it matches.
  • The task contains the client, due date, and required field values entered during creation.
  • The current stage shows the selected assignee or assignees.

Troubleshooting

Section titled “Troubleshooting”
SymptomLikely causeWhat to do
New Task is missingYou lack Create ProcessesAsk a workspace owner to grant Create Processes
Process type is missingThe definition is inactive or unavailable to youConfirm the process is active and you have access
Create Task stays disabledA required field is empty or invalidComplete each field marked with a red asterisk
Client cannot be left emptyThe process requires a client linkSelect a client before creating the task
Assignee is missing from the pickerStage or department rules exclude that userReview the stage’s assignment requirements with the process owner

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