Create tasks

A task turns work into a clear next action with an owner and a date. Tasks due soon show up in the assignee's Inbox.

Create a taskCopy Anchor Link

1. Open Productivity › Tasks and select New Task. Inside a project, use the new task button in the project header.
2. Enter the Task title, such as "Send kickoff agenda".
3. Add a description if the assignee needs context.
4. Choose the Assignee. A task can have several.
5. Set the Project, Due date and Priority.
6. Add Estimated hours if you plan capacity or price extra work.
7. Select Create task.

You're done when the task appears in the list and the assignee is notified.

Turn on Create more before saving to keep the dialog open for the next task, with your choices kept.

Add tasks quicklyCopy Anchor Link

In List and Board, each group or column ends with an Add row. Type a title and press Enter to create a task straight away, then keep typing for the next one. Press Esc to stop. The task takes the group's status, assignee, priority or due date.

To add a smaller step inside a task, open it and use Add subtask.

Create a task from a templateCopy Anchor Link

1. On Productivity › Tasks, open More and select From template. Inside a project, use Tasks from template in the header.
2. Choose the template.
3. Check the title and description, and choose the project, status and priority.
4. Create the task, then open it to check the assignee, due date, subtasks and files.

A template can include a description, an assignee, due days, estimates, custom fields, subtasks with their blockers, and files. Due days count from the day the task is created. To build or edit templates, open More › Manage templates, or see Task templates.

Good to knowCopy Anchor Link

• Titles can be up to 255 characters. If you type more, Agiled shows a message and keeps your text so you can shorten it.
• Priorities are Urgent, High, Medium and Low.
• Client contacts aren't listed as assignees. To ask a client for something, use a client request or share the task.
• You can also assign an active AI worker, if your workspace uses Agiled AI.

RelatedCopy Anchor Link

• Work on a task
• Recurring tasks and client requests
• Change orders