Creating Tasks

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2, 2026.

Only Administrators, Department Leads, and Team Leads can create tasks. Regular members work on tasks assigned to them.

Your Role on This Page

Admin

As an Admin, you can create tasks in any project and assign them to any team. You have full control over task creation across the entire organization.

Department Lead

As a Department Lead, you can create tasks in department projects. You can assign tasks to teams within your department.

Team Lead

As a Team Lead, you can create tasks and standalone tasks, and assign them to your team members. You manage the task backlog for your team.

Member

As a Member, you cannot create tasks. You can only work on tasks assigned to you by leads or administrators.

How to Create a Task

1. Go to Tasks in the sidebar
2. Click the Create Task button
3. Fill in the task details:

Field	Required	Description
Title	Yes	A clear, descriptive name for the task
Description	No	Detailed explanation of what needs to be done
Project	Depends	Select a project (not needed for standalone tasks)
Priority	Yes	Critical, High, Medium, or Low
Assigned Developer	No	The person who will do the work
Assigned Tester	No	The person who will test the work
Start Date	No	When work should begin
Due Date	No	When the task should be completed

4. Click Create to save the task

Assigning Tasks

When creating a task, you can assign a developer and a tester:

• Developer — Responsible for completing the work
• Tester — Responsible for verifying the work meets requirements

You can also assign or reassign people after the task is created by opening the task detail view.

tip

If you're not sure who to assign, create the task without an assignee. The lead can assign it later.

Task Attachments

You can upload files to a task:

1. Open the task detail view
2. Scroll to the Attachments section
3. Click Upload or drag and drop files
4. Files are available to everyone with access to the task

Raising Issues

If you discover a problem while working on a task, you can raise an issue:

1. Open the task detail view
2. Click Raise Issue
3. Describe the issue
4. The issue will be flagged for the lead to review

This is useful for reporting bugs found during development or testing.