Creating a task

You can create a task from different views:

• List, Board, and Calendar views: Click the + Add task button.
• Timeline and Workflow views: Click directly on the date where you want the task, then enter the task name.

If the view is grouped by a field—such as Status, Assignee, Due date, or a Custom field—creating a task within a specific group will automatically apply that group's value to the new task. For example:

• In a view grouped by Status, creating a task in the In progress group will set the task's status to In progress.
• In a view grouped by Assignee, creating a task in a person's group will assign the task to them.
• The same applies when grouping by Due date or Custom fields—the grouped value is automatically set during creation.

Creating a task from a template

In the List and Board views, you can also create tasks using templates:

1. Click the + Add button at the top left of the view.
2. Select a template from the list.

Who can create tasks?

Only users with the following permissions can create tasks:

• Full-access
• Can edit