Anyone can create a task for themselves — the New Task button is on everyone's list. Assigning a task to someone else, or pooling it to a team, needs the Create tasks permission (the Task Manager role grants it too).
Open Tasks & Projects → My Tasks → New Task.
The New task dialog
The dialog captures just enough to open the task:
- Title — the ask, in plain words. This is what people see first.
- Priority — Low / Normal / High / Urgent.
- Assign to — A person or A team (see below). Without the Create tasks permission this field simply reads "This task will be assigned to you."
Press Create draft. The task is created as a Draft and opens straight away.
Finish the draft on the task page
Everything else is set on the task itself, while it is still a Draft:
- Description — rich text on the Overview tab: steps, context, links, pasted images.
- Target (minutes) (optional) — the expected effort, on the right-hand rail. Setting it turns the task into a KPI sample (see Task KPI and grading: how it works and the fairness rules).
- Output required (optional) — when on, the task cannot be finished until the assignee records an output.
- Output form (optional) — a structured form the assignee fills in instead of free text (see Task output forms: collect structured data).
- Due date and Content files — a deadline, and any reference material for the ask.
Publish it
A Draft is owner-only. The assignee cannot see it, is not subscribed to its chat, and cannot start it. When the brief is ready, press Publish. The task moves to Ready to start, the assignee is subscribed and notified, and the description and form are frozen. Use Return to draft if you need to edit the brief again.
A task you create for yourself skips this step — it is created already published, because there is nobody to hide the draft from.
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 with (make independent) on the task's rail if the sub-tasks are just informational.
After it is published
The task has 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 is open.
Related: Sub-tasks & delegation: how work rolls up the tree · Reviewing work: rate, request changes and the 48-hour window · Task KPI and grading: how it works and the fairness rules.