Create Task
The "New task" button opens the create sidebar on top of the current view — the list behind it remains visible, so you never lose your context. For a quick task, the name is enough; everything else can be added via the add-on fields.
Features Overview
Name
The only required field. Enter a meaningful title (e.g. "Replace fluorescent tube in underground garage") — the title immediately appears in the sidebar header. The add-on fields then appear below.
Add-ons
Below the name you will find dashed "+" fields. Clicking one reveals the corresponding section; the "×" removes it again:
| Add-on | Content |
|---|---|
| Description | Free text with details about the task |
| Checklist | Individual to-do items that can be checked off later |
| Scheduling | Due date, priority, and recurrence rule for recurring tasks |
| Assignment | Property, customer, and/or route the task belongs to |
| Assignee | The employee who should complete the task |
| Completion & Proof | Enable mandatory photo proof on completion |
| Attachments | Upload files and photos for the task |
All add-ons can be filled in before saving — so you can create the task completely in one go.
Saving
"Create" saves the task and it immediately appears in the list or on the board. The creation is automatically recorded in the task's change history.
Good to Know
:::tip Note
- If no priority is specified, the task is created with priority "Medium".
- Tasks with a recurrence rule appear on the board in the "Scheduled" lane.
- If you open the sidebar from a property's Tasks tab, the property is already preselected.
- Tasks without a due or scheduled date do not appear in the calendar — they are always visible in the list. :::
Permissions
:::info Permission To create tasks, you need the Create tasks permission. Contact your administrator if you do not have access. :::