Creating tasks needs the Create tasks permission (the Task Manager role grants it). Open Tasks ? My Tasks ? New Task.
The essentials
- Title - the ask, in plain words. This is what people see first.
- Assign to - a person or a team (see below).
- Priority - Low / Normal / High / Urgent.
- Description - rich text: steps, context, links, pasted images.
- Target (minutes) (optional) - the expected effort. Setting it turns the task into a KPI sample (see KPI & grading).
- Output required (optional) - when on, the task can't be finished until the assignee records an output.
- Link to a record (optional) - tie the task to a Work Order, Document or Customer; when that record completes, the task can auto-advance to review.
Assign to a person or a team
- A person - the picker offers people in your department and the teams you manage (the org chart). With Assign-to-anyone (or Task Manager) you can pick anyone.
- A team - pool the task to a team or department instead. It starts unclaimed; any member claims it. Use this when "someone on the crew" should pick it up.
Dependent vs independent sub-tasks
By default a task's sub-tasks are dependent - the parent waits for them before it completes, and their grades roll up. Switch it to independent on the task's rail if the sub-tasks are just informational.
After it's created
The new task gets its own chat channel; the assignee and you (as manager) are subscribed. You can tweak priority, target, output-required and the assignee inline on the task's right-hand rail at any time while it's open.
Related: Delegating & sub-tasks � Reviewing work � KPI & grading.