Use the Create Task form to add a new task and describe it in detail – what it is about, who is responsible and when it needs to be done.

1. Open the form

Open the desired file, click the tasks icon in the top right and then Create Task. Choose From scratch to start with an empty form (Managing tasks shows these steps).

2. Fill in the details

The “Create Task” form with the Title, Assignees and Due Date fields highlighted
  • Title: Give the task a meaningful name.
  • Assignees: Use Select to choose the people the task is assigned to. With the “require all assignees done” option, the task only counts as complete once every assignee has finished it.
  • Due Date: Set the due date.
  • Number of Days to Start Before Due Date: Enter how many days before the due date the task should start.
  • Estimated Time: Enter the effort in the format 1w 2d 3h (weeks/days/hours).
  • Description: Add details or notes; you can format the text and insert tables.

3. Further options and saving

The lower part of the form with Repeat, Assigned Objects, Attached Files and the “Save and Close” button

Further down there are additional options: Repeat for recurring tasks, Assigned Objects to link further items, and Attached Files → Upload Files to attach files if needed.

Finally, click Save and Close. The task is created with the details you entered and appears in the file’s task list.