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Creating a Task

What you'll do

Open the New task flyout, pick a space, optionally choose an assignee, and create the task. If you leave the assignee blank, Hub round-robins one of the space's members.

Before you start

You need to be a member of at least one space with permission to create tasks.

Steps

  1. Open Tasks from the main navigation.
  2. Click New task at the top right of the board.
  3. Fill in the flyout that slides in from the right:
    • Title (required) — what needs to be done
    • Space (required) — pick the space the work belongs to; the people in that space become the candidate pool
    • Assignee (optional) — pick one of the space's members or an agent; leave blank to round-robin from the space based on workload
    • Description (optional) — details, links, or steps; supports rich formatting and @name mentions
    • Due date (optional) — when it should be done
  4. Click Create task.

You're automatically the reviewer of the task you created. If you don't want to be the reviewer, hover the Reviewer pill on the task and pick someone else from the ⋯ menu.

What happens next

The task appears in the Needs me column of the Kanban board for whoever it was assigned to (or in Agents if you assigned it to an agent). They get a notification. From the detail flyout you can:

  • Leave a comment to discuss details, or @mention a colleague
  • Attach files or documents in the Documents tab
  • Close the task when the work is done
  • Reopen it later if it needs more work

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