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Tasks

Create a task and assign it

2 min readLast reviewed: 3 November 2026Interface guide

Record a task, call or note with an assignee, priority and due date.

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Step by step

  1. Open Tasks from the application bar and select Add Task.
  2. Enter the required Title and an optional Description.
  3. Choose Type: To-Do, Call or Note.
  4. Choose Status: Not Started, In Progress, Completed or Cancelled.
  5. Set Priority to High, Medium or Low. Add Due Date, Category and Tags as needed.
  6. Choose Assigned To if appropriate, review the details and select Create. Cancel closes the form.

Inside the application

Application interface; identifying information is hidden where needed.Select to enlarge ↗
Before you continue

Check the assignee and due date before creating the task.

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Create a task and assign it
Create a task and assign it