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Creating a Task

What you'll do

Create a new task in your Space, optionally assign it to someone, and set a due date.

Before you start

You need to be a Member of a Space with Editor or Owner permissions. You can create tasks in any Space you belong to.

Steps

  1. Open the Space you want the task in.
  2. Navigate to the Tasks section (usually visible in the main navigation).
  3. Click New task or Create task (exact label depends on your Space).
  4. Fill in the task form:
    • Title (required) — the task name
    • Description (optional) — details about the task
    • Assigned to (optional) — person responsible for the task
    • Due date (optional) — when it should be done
    • Custom fields (if your administrator added any) — domain-specific fields
  5. Click Create or Save.

What happens next

The task is created and appears in your task list. If you assigned it to someone, they receive a notification. You can now:

  • Leave comments on the task to discuss details
  • Attach files or documents
  • Change the status as work progresses
  • Mention colleagues to get their attention

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