Create, view, edit, and assign tasks

What this does

Manager/Admin: create project tasks, select ownership, and update existing task details.

Before you start

The create form lets you select multiple employees, but the first selected employee is saved as the primary assignee.

Steps

1. Open Tasks and select Create Task.
2. Enter Task Title, choose the Project, set Due Date, and use Milestone when linking a release; select the primary person under Assign To (Employee).
3. Select Create Task. To update a task, choose Edit from its Board card or List row, change fields such as Assignee, then select Save Changes.

Result

The task appears in the task workspace with its project, assignee, priority, status, and due date. Create Task also provides type, estimated hours, labels, and other task fields.

Related/Next guide: Task statuses and workflow.