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How to Create a Task

Personal Task

Inside the Tasks module, you can only create personal tasks.

How to do it:

  1. Click the "+ Task" button in the top right corner.
  2. A modal window for creating a new task will open.
  3. Select the task type: Personal or Project.

⚠️ Tasks for meeting minutes cannot be created here.

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Task Parameters

1. Basic Information

  • Task type — select a group from the dropdown list:
    • My tasks (personal)
    • Projects (tasks in projects)
  • Name — required field. Enter a brief task title.
  • Description — optional field for additional details.

2. Additional Information

  • Status"In progress" by default; you can select another.
  • Priority — Low, Medium, High. Medium by default.
  • Assignee:
    • for project tasks — only members of the selected project
    • for personal tasks — users of the workspace
  • Due date — set the completion date. The start date is automatically set to today.
  • Approver — assign if needed:
    • for project tasks — project members
    • for personal tasks — workspace users

3. Creating the Task

  • Click "Create task" to save.
  • Click "Close" to cancel and close the window.

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Task Priorities

Three priority levels are available:

PriorityDescription
🔴 HighUrgent and critically important tasks
🟡 MediumStandard priority (default)
🟢 LowTasks without strict deadlines