Create and manage tasks

This guide covers the shared Operations task: a single work primitive that can stand alone or belong to another Operations record.

Before you start

• You need the operations tasks permission to create and manage tasks.
• A task only needs a title to be created.
• To assign a task, the assignee must be a member of your organisation.

Steps

1. Go to Operations → Tasks and start a new task.
2. Complete the task fields:
   • Title — required. Up to 200 characters.
   • Description — optional. Up to 4000 characters.
   • Status — one of Open, In progress, Blocked, Done or Cancelled.
   • Priority — Low, Normal, High or Urgent.
   • Assignee — optional. Chosen from your organisation’s people.
   • Due date — optional.

[screenshot: the new-task form]

3. Optionally give the task an owner — the record it belongs to (for example a project, work order or ticket). The owner is set when the task is created and cannot be changed afterwards; a task with no owner stands alone.

[screenshot: choosing a task owner]

4. Update the task’s status and assignee as it progresses.

Result

The task is tracked through its lifecycle. Tasks created from a work order or ticket as a follow-up or fulfilment action are the same shared task, so they appear alongside the record that owns them.

Related

• Create and run a project
• Raise and complete a work order
• Operations reference