How do I create a task?

Create a task from the Tasks surface or from a conversation so work stays linked to context.

Create a task from the Tasks surface for standalone work, or straight out of a message when the work grows out of a conversation.

From the Tasks surface

1. Open Tasks and click New task.
2. Give it a clear title — this is what shows up in list, Kanban, and calendar views.
3. Choose a group if your workspace organises tasks that way, then save.
4. Add an assignee, due date, and any details once it's created — see assigning a task and setting due dates.

From a conversation

1. Hover over the message that describes the work.
2. Choose Create task from the message menu.
3. FabricLoop pre-fills the task from the message and links back to the original conversation, so anyone on the task can jump to the context it came from.

Tips

• A task doesn't need every field filled in straight away — title and owner are usually enough to get started.
• Duplicate a similar task instead of building a recurring one from scratch each time.

Related

• How are tasks tied to conversations?
• How do I assign a task?

Still stuck?

Contact us or browse all help topics.