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You can add a task from four places. All of them create the same kind of task – the difference is only how much they fill in for you.

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When to use each entry point

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Add a task from the project list

1

Open the project

Go to Projects and pick the project. The List tab opens by default.
2

Find the section

Each section is its own card, with the section name, a count of its tasks and the time tracked against it.
3

Click the + button

The + sits in the section header, next to the three-dot menu. A small popover opens with a single input.
4

Type the title and press Enter

The task appears at the bottom of that section. Press Escape to close the popover without adding anything.
A task created this way starts with priority Medium and is marked billable.

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Add a task from the board

1

Open the Board tab

Go to the project and click Board.
2

Click + on a column

The + is in the column header. An inline form opens inside the column.
3

Type the title

Press Enter or click Add. Press Escape to cancel.
An empty column shows a full-width Add task affordance instead of a small +, so a fresh board is never a dead end.

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Add a task from the Tasks page

The Tasks page has a quick add bar at the top. It is built for speed: type a title, press Enter, and the task is created.
1

Type the title

Click Add a task and type. Press Escape to clear the bar and reset every choice below it.
2

Set the day (optional)

The date chip below the input defaults to today. Click it to open the calendar, which offers Today, Tomorrow, Next week and No date.
3

Pick a project (optional)

Leave it blank and the task goes into your workspace’s hidden container project. It still appears on your Tasks page.
4

Pick who it is for (optional)

Defaults to you. The list only offers people you are allowed to assign to.
5

Press Enter

The task is created. The title clears and the date resets to today. The project and the person stay, so adding three tasks for the same project takes three keystrokes.
The quick add bar sets a start date, not a due date. A new task is due the day it starts. If the work runs longer, push the due date out later from the task detail – see /tasks/task-fields.

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Add a subtask

Subtasks are one level deep. A subtask cannot have subtasks of its own.
1

Hover a task row

In the project List tab, a + appears at the right of the row. It only appears on top-level tasks.
2

Type the subtask title

Press Enter. The subtask lands in the same section as its parent.
You can also open a task and use the Subtasks section, which lets you set an assignee at the same time. See /tasks/subtasks.

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What happens next

  • The task is added at the bottom of its section, so nothing you already ordered moves.
  • If you set an assignee other than yourself, that person is notified.
  • If you set a due date, a reminder is scheduled ahead of the deadline.
  • The task is given its permanent task number, for example WR-142. See /tasks/task-numbers.

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Example

Priya Raman is planning the next sprint on Website Redesign for Bluebird Coffee. She opens the project, clicks + on the To do section and types “Homepage wireframes”. The task appears at the bottom of To do with priority Medium. She clicks the task to open the detail pane, sets the assignee to Sarah Lin, sets the due date to Friday, and sets the estimate to 6 hours. Sarah gets a notification that the task is hers.

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Options and settings

Task creation only asks for a title. Everything else is set afterwards from the task detail. The one rule the title must pass: A blank or spaces-only title is rejected.

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Permissions

Creating a task needs the task.create capability. If you cannot see the + buttons, you do not hold task.create. The server checks again on save, so the buttons being hidden is convenience, not the boundary. The Projects & tasks app must also be switched on. See /concepts/apps-and-modules.

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Troubleshooting

The title is blank or is only spaces. Type at least one visible character.
Your role does not hold task.create in this workspace. Ask an Owner or Admin, or check /tasks/task-permissions.
A project with no sections shows “No sections yet” and an Add section button. Add a section first – a task has to live in one.
That row is already a subtask. Subtasks cannot be nested.
The Tasks page shows work assigned to you, within a rolling window of today plus seven days, plus undated work and a capped peek at anything further out. If the task is assigned to someone else or due far in the future, it may sit outside that window. Use the search box.

Task fields

Every field a task carries.

Task details

The detail pane and the full task page.

Subtasks

Break a task into steps.

My tasks

The quick add bar and day buckets.

Project sections

Sections are where tasks live.