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How do I create or edit a task?

Task controls capture the work, responsible people, schedule and billing eligibility.

Before you start

You need edit permission for the project or task.

What to do

  1. Create a task or open its Edit action.
  2. Write a clear title and description, then review status, priority, deadline and the available repeat controls.
  3. Choose the intended assignees and check hour estimates and the Billable setting.
  4. Save and confirm the task values after the editor closes.

What happens next

The task and supported assignment changes are saved together.

If something goes wrong

If the task changed in another session, keep your intended text and reload the latest version. An hour estimate is not proof of actual time worked.