Create a task

Goal

Add a task to a project with the fields your tenant requires.

Who it is for

Users with pm.manage.

Preconditions

• Parent project exists.
• pm.manage.
• Know which fields Projects setup marks required (assignee, due, estimate, milestone, task type).

Steps

1. Open Projects → Tasks → Add task, or add from the project detail.
2. Select Project (when creating from the global list).
3. Enter Task name; optional Description.
4. Set Status (default To do), Priority, Assignee, Milestone, Starts, Due, Est. hours, Billable.
5. Save.

Result

The task appears on the project list/kanban and in the workspace tasks list. Billable defaults may come from setup.

Hard stops

• Missing required fields per setup → 422 (task_assignee_required, task_due_date_required, task_estimate_required, task_milestone_required, task_type_required).
• Unknown project / task type → 422.

Related

• Edit a task
• Task lifecycle
• Task setup