Published 4 October 2026, Updated 4 October 2026
Before creating the task, select the correct work area in Task center or open the correct operational Task tab. A task cannot be moved to another work area from its edit window.
To create a task:
- Click the plus sign below the task list.
- Enter a clear Subject.
- Choose a Start date if the work begins on a known date.
- Choose the initial Status. For future work, keep Not Started.
- Enter a Due date if there is a deadline.
- Choose Low, Normal, or High priority.
- Enter the instructions or background in the large description area.
- Click Add.
- After the row appears, assign the person or people responsible as explained in the next section.
Writing a useful task
The Subject should identify the action, not only the topic.
Clear subject:
Confirm the missing medical certificate with the member
Unclear subject:
Certificate
In the description, explain the expected result, useful context, and who should be contacted. Avoid putting the only important instruction in the Subject.
Date rules
- The Start and Due fields use the year-month-day format shown by the date picker.
- When both dates are used, the Due date cannot be earlier than the Start date.
- A task can be created without dates when it is a general follow-up.
- A Start date is mandatory when recurrence is used.