Create a task
Create a task to track an activity that needs to be completed, independently or as part of a campaign.
You can assign the task to a team member, set its priority and due date, and use comments and checklists to coordinate work.
To create a task associated with a specific campaign or deliverable, use the Campaigns page. See Add a task to a campaign and Add a task to a deliverable for instructions.
To create a task:
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In the navigation menu, click Strategy.
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In the left sidebar, click Tasks.
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On the Tasks page, click Create task. The task dialog opens.
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Enter a task name (up to 255 characters), then press Enter.
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Optionally, click the field below the task name to add a description.
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In the right-pane, on the Overview tab, edit the following:
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Campaign - select a campaign to associate with the task, if needed.
WarningA task's campaign assignment is permanent and cannot be changed. If you don't select a campaign when creating the task, you cannot associate it with a campaign later.
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Status - select Not started, Backlog, Triage, In progress, In review, Pending feedback, Completed, and Cancelled.
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Assignee - select the team member responsible for the task.
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Priority - select Urgent, High, Medium, or Low.
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Due date - select a date from the calendar.
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Optionally, open the Checklist tab and click Add checklist to track supporting requirements or reviews. See Add a checklist.
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Click Create. The task appears on the Tasks page.
Next steps
After adding a task, you can:
- Edit task details to update its status, assignee, priority, or due date.
- Add subtasks to define additional work that must be completed for the task.
- Collaborate on a task by adding comments and tagging team members.
- Add a task checklist to track supporting requirements or reviews.