Create a task

Add a to-do for yourself or a teammate from the Tasks page, attach it to a customer, project or work order, set an owner and due date, or start it from a template.

In the sidebar, open Projects & Tasks, then Tasks. The page address is /work/tasks, and a new task opens at /work/tasks/new. A task is a to-do for a team member. It can stand alone or hang off a customer, a project or a work order.

Before you start

• Every task belongs to an account, so the customer (or your own organization's internal account) has to exist first.
• Your admin has to give your role the Create tasks permission. Without it, Add Task does not appear.

Steps

1. Press Add Task at the top of the Tasks list. The New Task page opens.
2. If your organization has task templates, Start point offers Blank task or From template. Leave Blank task selected for a one-off.
3. Type the Title: what needs to get done. Add a Description if the person doing it needs detail. The description is internal; customers never see it.
4. Under Account, type the customer's name in Search accounts and pick them.
5. To attach the task to something bigger, pick a Project or a Work order. A Phase becomes available once a project or work order with phases is chosen.
6. If your organization has more than one branch, the Branch field shows which branch the task belongs to. It follows the work order, the project or your current branch; press Change to pick another.
7. Set the Status, choose the Owner who is responsible, and pick a Due date.
8. To make this a subtask, pick its Parent task.
9. To put it on the Schedule now, tick Put this task on the Schedule and pick At a time, Any time that day or Not scheduled yet. See Put a task on the Schedule. The day you pick here is where the task sits on the Schedule; it does not set the Due date, and moving the task on the Schedule later never changes it.
10. Press Create task.

What you see

• Nova shows Task created. and opens the new task's page.
• Back on the Tasks list, the task appears with its status, assignee, due date and what it is linked to. It also shows on the owner's My Work page.
• The Task number field at the top of the form is optional; Nova assigns the next number if you leave it blank.

If something looks different

• Title is required. or Select an account. appears under the form: fill that field in and press Create task again.
• You chose From template: a template panel appears where you pick the template, decide whether to include its checklists and reminders, and assign its roles. Nova then creates the task with its subtasks.
• Phase stays greyed out: it only applies once you have chosen a project or work order that has phases.
• Owner is greyed out: your role cannot look up teammates, so the task is created without an owner and can be assigned later.
• You opened the form from an account, project or work order page: those fields are already filled in.

Create a task