How do I create a task?

Create a task from the Tasks surface for standalone work, from a section in the list, or straight from a message or note when the work grows out of something you've already written.

From the Tasks surface

1. Open Tasks and click New task (or Add).
2. Give it a clear title — this is what appears 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 section in the list

1. Open Tasks in list view.
2. Tap the + on a section header (Add task to that section).
3. The new task is created in that section so you don't have to scroll back to the top.

From a conversation

1. Open the message menu on the message that describes the work (long-press on mobile, hover on web).
2. Choose Task (or Create task).
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.

From a note

iOS only: On iPhone, iPad, and Mac, highlight text and choose Create task, or open More (⋯) and choose Create Task. FabricLoop pre-fills the title when you've highlighted text, and writes a From note link in the task description.

On the web, create the task from Tasks instead.

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.
• On iPhone, iPad, and Mac you can also say "Create a task in FabricLoop" to Siri — see Siri and Shortcuts.

Related

• How do task sections work?
• How are tasks tied to conversations?
• How do I turn a highlight into a task?
• How do I assign a task?

Still stuck?

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